Updated Saturday, August 29, 2015 as of 12:58 PM ET

When Should You Rebalance Client Portfolios?

Conventional wisdom is that portfolios need to be rebalanced regularly. For many advisors regularly means annually.

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Comments (1)
Research has shown that range-based rebalancing programs are more effective than time based ones. Rebalancing programs must be formalized and mechanized to be effective, as they are very difficult to implement on a discretionary basis.


A formal program can be very valuable for a client's portfolio.


Posted by Kal S | Monday, October 14 2013 at 8:05PM ET
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