Portfolio Rebalance: Why, When & How

Taking the practice of rebalancing to a deeper level.  I describe how rebalancing is needed to keep you on track, but can take on very different characteristics based on your risk tolerance, goals and stage of life.  

Program Length: 20 minutes

Last year's market activity included sell-offs and wild swings.  It's time to analyze the “why's.”  Why did the markets behave that way?  Why did you sell or perhaps why didn’t you buy more aggressively on the dips?  I discuss how a better understanding of the “why's” creates clarity and can help take the emotion out of investing.  I’ll also outline some of the specific reasons market volatility has increased and some lessons we can all learn from TV’s “America Pickers."

Your 401(k): As Seen On TV

The “set it and forget it” approach may have been fine for the Ronco Showtime Rotisserie Oven so many of us saw advertised on television back in the day, however it’s not a sound strategy for managing your 401(k) plan today.  I’ll describe specific things you should consider doing with your 401(k) to take full advantage of current market conditions.

Program Length: 11 minutes