Your Life Simplified: A Financial & Wealth Management Podcast

Rebalancing Your Portfolio

The one constant in life is change, and the markets are no exception to this, which leads to a familiar question for many investors. When should you rebalance your portfolio, if at all? On this episode of Your Life Simplified, Michael MacKelvie , wealth advisor, is joined by Brad Rollins , vice president of investments. They discuss what rebalancing means and how to get back to your original investment portfolio mix.

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