Yellowstone Financial, Inc.

Stock Portfolio

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.

Are You Invested Wisely?  Imagine the Worst.

Are You Invested Wisely? Imagine the Worst.

You want to settle upon a target investment allocation that under dire circumstances you would not abandon. All of the formulaic approaches may be pointing toward 70 percent in equities, but it’s not the right answer if that level of risk in a very poor market would cause you to sell. That one poor decision could delay retirement by years.