The Most Ignored Investing Premium
The Most Ignored Investing Premium

By Jack Forehand, CFA, CFP® (@practicalquant) — Harvesting premiums in investing is a very challenging task for two main reasons. First, to capitalize on a premium, it has to exist. And we never…

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…