Podcast: A guide to smart rebalancing

May 15, 2019

 
Jenna McNamee

Jenna McNamee

An episode in Vanguard's Investment Commentary series.

How often do you rebalance your clients' portfolios? Do you rebalance periodically or only when asset allocations stray from the target allocation by a set percentage?

In this 15-minute podcast, Vanguard Wealth Planning Analyst Jenna McNamee shares the best practices for implementing a smart rebalancing strategy.

To subscribe to Vanguard’s Investment Commentary series, visit iTunes®.

Note:

  • iTunes is a trademark of Apple Inc., registered in the U.S. and other countries and regions.

 

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