Select Page
Rebalancing Your Portfolio

Rebalancing Your Portfolio

Tip: Rebalancing Schedule. When to rebalance? There is no set rule. Some rebalance when their portfolio’s allocation is off by a specific percentage — say 5%. Others may be comfortable setting the target higher or lower. Everyone loves a winner. If an investment is...
Important Birthdays over 50

Important Birthdays over 50

IMPORTANT BIRTHDAYS OVER 50 Tip: Average Benefit. In March 2018, the average monthly Social Security benefit for a retired worker was about $1,410. Source: Social Security Administration, 2018 Most children stop being “and-a-half” somewhere around age 12. Kids add...