Today, Alex Cabot and Ed Lambert speak to Jag about why portfolio re-balancing is important, especially in retirement.
ere are many reasons you should be re-balancing your portfolio. To start today's episode, Ed explains what portfolio re-balancing is, why you should buy low and sell high, and how often you should re-balance.
Next, Alex explains the dangers of a portfolio that's too heavily invested in stocks, with a bit of historical perspective.
Finally, Ed talks to Sequence of Returns, what it is, and why it's such an important factor in retirement.
Resources:
Birch Run Financial Website
Email Alex: ACabot@birchrunfinancial.com
Email Ed: ELambert@birchrunfinancial.com
Call Alex and Ed: 484-395-2190