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How many investors wish they could step back in time and implement a recurring rebalance for their portfolio that would have consistently sold a portion of their equity holdings and purchased more fixed income? To first understand the importance of rebalancing your portfolio I would like to begin by providing a definition of what rebalancing is. Then we will look at 26 years’ worth of portfolio returns and track the equity allocation during that period.
Read MoreIt has certainly been a different year for all of us.
The COVID-19 pandemic we are experiencing has impacted countries, governments, businesses and markets. On an individual level, many Americans also looking at the impact of COVID-19 on their 401(k) retirement savings.
History has always shown that we will rebound, as our resiliency is second only to our resolve. Read more to find out why now is a good time to increase 401(k) contributions.
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