Category Archives: Rebalance

What Is the Value of a Financial Advisor?

What is value? The answer seems simple in one sense: Value is what something is worth. We apply this principle every day when we make purchases. If the value we attach to a certain object or service is equal to … Continue Reading

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The Wisdom of Buy and Hold

Investors trade more than they used to. Often these buy and sell decisions are emotional responses to market volatility — an attempt to limit losses in choppy markets. We believe an investor should rarely, if ever, make adjustments to their … Continue Reading

Posted in Diversification, Investing, Market Timing, Rebalance | No Comments

Should You Rebalance Your Portfolio?

You’ve probably heard that asset allocation is the most important determinant of portfolio returns. Yet in his recent article Portfolio Rebalancing: Get It Right, Allan Roth argues that the best thing you can do to improve portfolio performance is to … Continue Reading

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