You Should Rebalance, and Here’s Why

A recent Morningstar article underscores the importance of rebalancing portfolios during a bear market. Here are some highlights: During a bear market, a buy-and-hold portfolio will see the equity allocation…

Why Rebalancing is Important

Those investors who have let the extended bull market drive their equity allocations  higher without rebalancing “may be holding riskier portfolios than they initially signed up for,” according to a…

Rush Hour Traffic and Market Corrections

An article in CFA Institute highlights a “disappointing” statistic from a Gallup survey: “31% of investors would prefer to sit in gridlock than rebalance their portfolios,” and argues that “systematic…

Simple Rebalancing Rules Are Best

An article in The Economist  discusses the importance of asset allocation for every investor, citing the benefits of keeping it simple: “There is a better chance of sticking to a…