Portfolio Rebalancing

The Importance of Portfolio Rebalancing

Over time, your portfolio asset-allocation can veer off track because of market ups and downs. As illustrated in the image below, a strong stock performance can cause a simple 50/50 portfolio mix to become unbalanced over time. After 30 years, what was once a 50% allocation to stocks now sits at 66%—quite a jump. Moreover, not only does the portfolio’s allocation change, but the portfolio’s risk also changes, rising from 9.1% to 11.4%. If your goals or risk tolerance have not changed, your allocation likely shouldn’t either. While market movements over the long-run can shift your portfolio allocation, markets can sometimes move significantly […]

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NFL Rookies, Here’s How to Play the Investing Game

The National Bureau of Economic Research recently reported that about 16 percent of all professional football players file for bankruptcy within 12 years of retiring from the sport  — despite the average NFLer earning a cool $2 million a year.   With so many professional athletes unable to live within their means, what are the newest members of the NFL — those drafted just last week — to do? Our latest article on Yahoo Finance, NFL Rookies, Here’s How to Play the Investing Game, aims to help these rookies navigate the world of big paychecks and uncertain career lengths. They […]

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