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How Often Should You Rebalance Your Financial Portfolio?

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Uploaded by on Dec 15, 2009

http://www.northstarplanners.com
Allen Giese, President of Northstar Financial Planners, explains the two differing ideologies on how often you should rebalance your portfolio.
One ideology says you should schedule to rebalance your portfolio every quarter or 6 months, not worrying about any changes that may happen during that interem period.
The second ideology states that you should keep a constant watch on your portfolio, rebalancing it at the precise moment the numbers are off and it becomes unbalanced.
Keeping a constant eye on your portfolio is the smarter way to balance your portfolio, for it allows you to see when the optimum time will be to buy or sell, an optium balancing opportunity, making you more money in the long run.
NorthStar Financial Planners, Inc, fee-only financial planning firm in Plantation Florida: The Fine Art of Wealth Management.

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  • Good basic advice here :)

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