Portfolio Rebalancing: The 5 Biggest Pitfalls and How to Avoid Them
Stay Wealthy Retirement Podcast - A podcast by Taylor Schulte, CFP® - Thursdays
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Today I’m wrapping up our mini-series on Portfolio Rebalancing. Specifically, I'm sharing the 5 biggest pitfalls to watch out for. Why? Because making just one of these mistakes could wipe away the benefits of rebalancing entirely. So before you process your next rebalance (or let a computer handle it!), tune in to learn what they are and how to avoid them.