Cornerstone Retirement Partners | Ron Courser, CFP® | Rebalancing

26/11/2022 10 min Temporada 2022 Episodio 11126
Cornerstone Retirement Partners | Ron Courser, CFP® | Rebalancing

Listen "Cornerstone Retirement Partners | Ron Courser, CFP® | Rebalancing"

Episode Synopsis

One of the time-tested, proven financial fundamentals is ongoing portfolio rebalancing. Rebalancing can be regular, strategic, and tactical. Rebalancing routinely helps to better achieve several critical financial goals: 1) Keep your risk in line with your risk tolerance, 2) Capture gains along the way, and 3) Keep your portfolio in line with changes and evolutions in your life and along your timeline. Tune into Ron Courser, CFP®'s "Rebalancing" episode to understand how rebalancing your portfolio is crucial for your retirement plan. Contact Ron Courser, CFP®, and Cornerstone Retirement Partners at (616) 301-2581 and visit the website at Cornerstone-rp.com.