Tue, 24 January 2017
Portfolio rebalancing and maintaining the right level of risk is key to a good retirement plan. Today I cover different rebalancing options.
General market conditions have people reacting as if lower taxes and less regulations would be in effect by the end of the week. The truth is these changes will take time. Companies will adapt to new regulations and so can you! Do not get burned by overreacting and make sure to judge your risk tolerance before rebalancing your portfolio. Other topics include:
Join Rob Black, Michelle Lerman and I at our next retirement seminar starting at 11:00 a.m. on Thursday, February 9th at Double Tree by Hilton Berkeley Marina. Click HERE to sign up and use code RETIREMENT123 for free entry!
Email your money question to firstname.lastname@example.org , or call the show at 1-800-516-1220 from 2:00-3:00 p.m. (PDT)
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