Getting back on track: A guide to smart rebalancing

April 10, 2019

 

Our research team reviewed the benefits of rebalancing, analyzed the impact of different rebalancing frequencies and thresholds, and developed strategies to minimize rebalancing costs.

Our analysis suggests three best practices when setting expectations for and executing a rebalancing strategy.

Use this research to:

  • Consider the impact of different rebalancing frequencies and thresholds.
  • Learn what you can do to minimize the tax and transaction costs of rebalancing.
  • Understand the risks associated with not having a consistent rebalancing strategy.

Part of Vanguard's Financial Planning Perspectives research series

Financial advice is more nuanced than ever, with clients seeking individualized attention that caters to their unique circumstances. Financial Planning Perspectives is a series of research-based publications that offers sophisticated planning concepts explained in a way that balances theory and practice.

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