Latest News I am fully vaccinated against COVID!

Retirement Planning

Diversification and Rebalancing: A Retirement Saver’s Best Friend

Diversification and Rebalancing: A Retirement Saver’s Best Friend

Because the stock market is significantly overvalued at this time, now is an excellent time to consider rebalancing your portfolio. By rebalancing instead of selling what has gone down or buying what has gone up, investors remain diversified but go back to their original allocation. So while diversification is about the eggs, asset allocation is about the basket. What percentage of your basket is going to be in stocks and bonds?

Read more »

Scroll to Top