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Should You Rebalance Your Portfolio?

Should You Rebalance Your Portfolio?

With many investment categories currently down for the year, now could be an ideal time to rebalance your portfolio. If you’re a casual investor, you may have heard about rebalancing, wondered what it means, and questioned whether it applies to your situation. In this column we will cover the basics of rebalancing and also investigate whether your investments require it.

What to Do With Old Retirement Plans

What to Do With Old Retirement Plans

For retirement plans from previous employers, you have an option to move the funds into your current employer retirement plan in a direct tax-free transfer. You can also set up an IRA on your own with a brokerage or mutual fund company and transfer old retirement plan balances directly, without suffering a tax hit. Here are some considerations to help you make your decision.