Articles

Rebalancing Your Portfolio: Part of the Financial Planning Process

By Ron Ross | January 28, 2016

In regards to rebalancing investment portfolios, the three most common questions our wealth advisors hear are: "How often should rebalancing be done?", "How important is it?", and "What happens if it’s put off to a later date?"

While rebalancing isn’t one of those tasks anyone necessarily looks forward to with any amount of enthusiasm – in fact, for many investors (and investment professionals) it’s about on the same level as cleaning leaves out of the roof gutters or organizing your file cabinet – it’s also a key

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