Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more

What to Know about Renewing and Rebalancing Your Portfolio

The investment strategies you set in the past may have served you at the time, but this might not always mean they’re still the best approach towards accomplishing your individual goals. The last time you visited your portfolio balance, you may have been looking ahead to possible future financial events and created a long-term plan that would hopefully absorb these changes however life happens. Whether it’s significant changes in your personal life or shifting economic markets or even an unprecedented global pandemic, it is worthwhile to adjust and renew your portfolio as needed.

Rebalancing refers to things like buying some bonds, selling stocks, or vice versa, to ensure that the allocation of the assets inside your portfolio aligns with the level of returns you’re attempting to achieve. There is no optimal threshold or frequency that you should look at when adopting a rebalancing strategy. But instead, you still want to work with your financial professional to sell overweight assets and to help prevent you from making moves out of panic.

Overall, this can increase your long-term returns as well. For example, the percentage of your portfolio that is held in stocks and bonds may shift over time. You might want to adjust this to ensure that you’re receiving the returns that you want and are comfortable with the level of risk you’ve taken on. Only by working with the team of qualified financial professionals can you increase your chances of feeling confident in these decisions. Schedule a time to meet with our team to discuss whether it’s the appropriate time to rebalance your portfolio now.

Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Careers/Open Positions

Explore all available job
listings and become a part of an amazing team.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts
Term vs. Permanent Life Insurance

According to industry experts, most people don’t have enough life insurance. The American Council of ...

The post Term vs. Permanent Life Insurance first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more
What Did We Learn about Investments in 2023?

Reflecting on the tumultuous investment landscape of 2023, Buckingham Strategic Partners distilled invaluable insights into their “Top 10 Investment Lessons of 2023.” ...

The post What Did We Learn about Investments in 2023? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.

See more