Proper rebalancing techniques are considered a key part of thorough investment management. Some may not realize that proper rebalancing techniques often require research and a well-constructed investment plan.
Without rebalancing, investors may discover their once balanced portfolio has veered from their investment plan on its own. Course correcting can be a tough concept to grasp, especially when it appears the risk may outweigh the reward.
At Annex Wealth Management, we listen to your goals, fears, and pain points, and then review metrics in order to create an investment plan built specifically for you and your risk tolerance. Rebalancing is a function of that conversation, and helps to keep you on track to your goals.