Archive - February 27, 2018

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Make Your Retirement Dreams a Reality
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Is Portfolio Rebalancing Overrated?

Make Your Retirement Dreams a Reality

A Motley Fool article offers the warning “Don’t Retire Unless You Can Answer These 4 Questions”  and the questions they outline are good ones. Many of us dream of the day when we  can retire but a number of us do not actually plan well for the reality. In the best case scenario, we reach retirement and realize that we have not planned well for our financial or emotional wellbeing and then we quickly make adjustments. In the worst cases, we are forced into retirement earlier than we might have imagined and find ourselves at a loss.

Measuring

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Is Portfolio Rebalancing Overrated?

Portfolio Rebalancing Might Be Overrated,” quoted an investment strategist as questioning the value of regular rebalancing. Although the author included many quotes from advocates of rebalancing, the article failed to explain the debate in a way that readers could understand, let alone judge, what was being said.

Regular rebalancing is a key component of modern portfolio theory. It is important for us to provide the missing explanations here. Hopefully these clarifications will settle any debate about the value of rebalancing.

The article said:

To many, it is an unassailable principle: Investors should periodically rebalance their portfolios to their target

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