wealth management


For Proper Portfolio balance, Keep It Current

Your portfolio can require rebalancing for a variety of reasons. A run-up in the stock market might push the mix of your investments from your chosen allocation of, say, 60 percent stocks to a much riskier level of perhaps 80 percent or rapidly rising interest rates might threaten the value of your bond investments. Perhaps one sector, like financial stocks, is ready to let you harvest some profits and put them into other sectors for better diversity.