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Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio

Most investors use asset allocation as a core investing strategy. This means investing a specific amount in each investment, which could be viewed as slices in a pie. At the high level, these pies are different asset classes like equities, fixed income, real estate, commodities, and cash. Within each pie, an investor also decides a … Read more Portfolio Rebalancing Strategies: How and When to Rebalance Your Portfolio

Asset Location: Best Accounts for Different Investments

Asset Location is a tax-efficient investing strategy to help you minimize taxes and grow your investments faster by holding investments in the best-suited investment accounts.  This strategy leverages the fact that investments in Roth IRA and 401(k) are tax-free, and investments in Traditional IRA and 401(k) are not taxed until the money is withdrawn. For … Read more Asset Location: Best Accounts for Different Investments

Asset Allocation, Diversification, and Rebalancing

Asset allocation is an investing strategy for maximizing your returns while minimizing the overall risk of your investment portfolio. It involves diversifying your investments among the major asset classes, such as equities, fixed income, real estate, commodities, and cash. Different asset classes have different levels of correlation, i.e., some will go up or down more … Read more Asset Allocation, Diversification, and Rebalancing