If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

If you rsquo re a do-it-yourself investor and not working with a financial advisor you need to periodically look at your asset allocations to make sure you're keeping up with the changing market trends On today's Faith amp Finance Live host Rob West will welcome Mark Biller to talk about the process of rebalancing your portfolio Then Rob and Mark will answer your investing questions nbsp See omnystudio com listener for privacy information [... more]

Mark Biller is executive editor at Sound Mind Investing an underwriter of this program WHAT DOES IT MEAN TO ALLOCATE YOUR PORTFOLIO OR REBALANCE IT Mark Biller explains that asset allocation refers to the distribution of investments across various asset types like stocks and bonds Portfolio rebalancing is the process of adjusting the portfolio back to its target allocation This is necessary because different investments perform differently over time causing the portfolio to drift from its intended allocation Rebalancing involves selling assets that have grown beyond their target percentage and buying those that are underrepresented to maintain the desired risk [... more]

We are still firmly in Bear Market territory Stocks and bonds are sharply negative In fact the market recently lost nearly one quarter of its value since the beginning of the year But those negatives actually offer some unique opportunities according to Peter at RichonPlanning He breaks down several strategies with Erin Kennedy including Tax Loss Harvesting Rebalancing Avoiding Phantom Income Roth Conversions RMDs If you have any questions about how to employ some of these tax strategies please reach out to Peter for a complimentary consultation by calling - or by visiting www RichonPlanning com [... more]

Economic Headwinds Is Now is a Good Time to Rebalance Equity markets and bonds continue their volatility So is now a good time to rebalance Peter with RichonPlanning tells us why rebalancing our portfolio is important when it comes to managing risk Peter and ErinKennedy also take a closer look at the biggest winners and losers in this year's AssetClasses YTD and he breaks down important tax implications you need to keep in mind before buying or selling any asset If you have any questions about whether you should be taking a closer look at your investments please reach out [... more]