Business Psychology

Investment News Exclusive: How, When and Why to Rebalance

Investment News Exclusive: How, When and Why to Rebalance, In turbulent market conditions, investors and advisers often find it extremely difficult to rebalance portfolios – sell what is up and buy what is down. Steve Miller of Matson Money explains how, when and why to rebalance as well as who you can align yourself with in order to perform this critical step in portfolio management.

Keep it real,

Past performance is no guarantee of future results.
All investing involves risks and costs and clients may experience a loss. Your advisor/coach can provide you with more information about the risks and costs associated with specific programs/investments. Additional information can be obtained from the Matson Money website as well as mutual fund prospectuses and other reports related to your investments.
This video is based on the views of Matson Money, Inc. Other persons may analyze investments and approach investing from a different perspective from that reflected in this video. Nothing included herein is intended to infer that the approach to investing espoused in this video will assure any particular results.
Actual results of accounts/assets under Matson Money management may differ materially from results shown herein because of differences in the account inception dates, account restrictions and asset acquisition dates. Also, it is not possible for any account performance to precisely match an index since indexes are unmanaged and investors cannot invest directly in any index.,

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