Listen "Why and When to Rebalance Your Portfolio"
Episode Synopsis
We talk about financial planning all the time, but plans aren’t concrete. You need to have some flexibility as the years pass. Today, we’ll share how to rebalance your portfolio and why it’s important.
and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-38-why-and-when-to-rebalance-your-portfolio
What we discuss on this episode:
0:47 – Rebalancing
2:04 – How often to rebalance
2:49 – Younger versus older
3:30 – Investment vehicles
4:28 – How long Mark has been doing this work
5:33 – Personal story
and get additional financial resources here: https://silverman-associates.com/saving-with-silverman-podcast/ep-38-why-and-when-to-rebalance-your-portfolio
What we discuss on this episode:
0:47 – Rebalancing
2:04 – How often to rebalance
2:49 – Younger versus older
3:30 – Investment vehicles
4:28 – How long Mark has been doing this work
5:33 – Personal story
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