Having an asset allocation strategy may help you work toward your long-term goals. But when did you last check to see how well your investments are aligned with your strategy? Market moves can shift your portfolio significantly away from your targets. That’s why it’s important to make rebalancing your investments a regular habit.
Paul Christopher, CFA, Head of Global Market Strategy, Wells Fargo Investment Institute has insights on this topic. Watch the video below to learn more.
If you haven’t reviewed or rebalanced your portfolio lately, now may be a good time to contact your Financial Advisor and schedule a review.