This time of the year I’m spending a lot of time reviewing strategies with our clients and making sure that they are setup to properly “re-balance” back to the intended strategy. I’m shocked by how many people I meet with that are still not doing this — even on an annual basis. That’s what this week’s video is all about. It’s super easy and very necessary for your planning.
Rebalancing
Kort McCulley
January 4, 2016
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