Here's How to Rebalance Your Investments Ahead of (and During) Retirement

How often should you rebalance?

Building your own portfolio can feel like a rite of passage for a do-it-yourself investor. You skip the one-ticket asset allocation exchange-traded fund (ETF) and instead hand-pick a mix of low-cost, broadly diversified equity and bond index ETFs. You size them according to your time horizon and risk tolerance. On day one, everything lines up neatly.  But markets do not stand still. Over time, some asset classes outperform while others lag. Stoc…

Here's How to Rebalance Your Investments Ahead of (and During) Retirement

Finding balance in life is essential, and when it comes to financing your second act, rebalancing is just as important. Investors rebalance their portfolios for a variety of reasons. Age, preservation of wealth and mitigating risk exposure during market volatility are all common motivators for rebalancing. But for those who are nearing retirement or recently retired, all three of those factors come into play. Rebalancing helps get your asset all…