Video: What is Portfolio Rebalancing?
Working with clients is, for us, an ongoing process. We frequently review your financial plan to make sure it’s still working for you, helping you to move towards your life goals. As part of our regular reviews, portfolio rebalancing is often a key part of ensuring that your investments are still working in exactly the way they should. But what is it, why can be it so good for your financial plan and how does it work? We’ve got the answers to all of those questions in our 90-second video below.