341 Buy Low Sell High

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341 Buy Low Sell High

In this podcast episode Jason explores the why, how and when of investment portfolio rebalancing.

Below are links and resources mentioned in this episode:

Vanguard research on rebalancing

Vanguard – Getting Back On Track. A Guide To Smart Rebalancing

JP Morgan Asset Management – Russell 3000 research – The Agony & Ecstasy The Risks and Rewards Of A Concentrated Stock Position

Morningstar – 5 Ways Rebalancing Can Benefit Your Retirement Plan

Morningstar – Is It Time To Rebalance?

William Bernstein – The Rebalancing Bonus

Retirement Researcher – Rebalancing Frequency

Michael Kitces – Finding The Optimal Rebalancing Frequency – Time Horizon vs Tolerance Bands

Michael Kitces – How Rebalancing Usually Reduces Long-Term Returns (But Is Good Risk Management Anyway)

WiserAdvisor – Determining The Optimal Rebalance Frequency

AAII – A Question of (RE) balance

By Jason Parker|2021-03-22T14:53:27-07:00March 17, 2021|

About the Author: Jason Parker

I have a passion to help educate and inspire retiree’s to take action to achieve clarity, confidence and freedom in their retirement. I am the author of Sound Retirement Planning, the host of Sound Retirement Radio and the President of Parker Financial LLC.

Helping with a retirement plan designed to achieve clarity, confidence and freedom.

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Parker Financial

By providing your contact information, you may be offered information regarding the purchase of insurance and investment products.

Parker Financial LLC does business as the following: Sound Retirement Planning, Sound Retirement Radio, Insurance Services by Parker Financial, LLC, & Parker Financial. Home office located at 9230 Bay Shore Drive NW #201, Silverdale, WA 98383. Jason Parker, RICP® is a Registered Investment Adviser Representative and has a Washington State insurance license. Parker Financial LLC is a registered investment adviser with the SEC. The adviser may not transact business in states where it is not appropriately noticed-filed, excluded or exempted from registration. Most states allow for a de minimis exemption of up to 5 clients in any state. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without notice filing with the SEC or exemption. Retirement Budget Calculator LLC and Parker Financial LLC are affiliated entities and under common control.

341 Buy Low Sell High