#306: What Is Rebalancing and Why Is It Important?
The Dentist Money Show | Financial Planning & Wealth Management · Dentist Advisors - Financial Planning and Wealth Management
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Show Notes
As your portfolio appreciates, it can get out of sync from its original asset allocation and intent. The result could be a portfolio that doesn't match your risk preference or investment timelines. On this episode of the Dentist Money™ Show, Ryan and Matt explain why portfolios need to be rebalanced. As investments get out of alignment over time, learn how they can be readjusted to meet their initial risk and return targets.