One of the more mysterious aspects of portfolio management is effective rebalancing. Simply put, it is the disciplined practice of selling investments that have risen in value while buying more of those that have declined. Imagine that you own a portfolio that holds 60% stocks and 40% bonds. Naturally, you check on it periodically. If… Continue reading →

Transcrcipt I joined Rebalance because what it does is everything that I believe in. It believes in broad diversification. That’s just something I have believed in all of my life. It believes in low expenses. And low expenses not only in the funds that are bought, but in the overall fund. You know, one of… Continue reading →