Rebalancing a Portfolio vs. Redesigning

Older couple looking at financial chartIf you are conscientious enough to design and track an investment portfolio, you will almost certainly have cause to rethink it at some point. You may be entering a new phase of life that requires a new investment horizon. Perhaps unexpected changes in your family or financial circumstances call for different strategies. Whatever the reason, it may be necessary or appropriate to make some changes to the composition of your portfolio.
 

Download (PDF, Unknown)