by Jolaine Richmond | Oct 12, 2018 | Investments, Planning, Portfolio, Retirement
Until early 2018, stocks were enjoying their longest period without a five percent pullback in nearly 90 years.1,2 But in early February, that calm came to a sudden and decisive end, as the Standard & Poor’s 500 Index fell more than six percent during the first...
by Jolaine Richmond | Aug 24, 2018 | Investments, 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...
