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Retirement: How often should I rebalance?

Q. How often should I rebalance my portfolio in retirement?
A. Rebalancing means two things: First, that you have a target for how you spread money among broad types of investments. For example, a simple division of assets is 40% in bonds and 60% in stocks. (You can impress the easily impressed by calling this your “asset allocation.”) The problem with having an asset allocation is that it will be at that level only briefly...Read More

 

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