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.
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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.,