by MRA Advisory Team | Feb 23, 2022 | Uncategorized
The WealthBuilder Insured Portfolio (minimum investment: $50,000) is a diversified portfolio comprised of exchange traded funds (ETFs) in which clients can purchase a lifetime portfolio withdrawal guarantee by way of an individual contingent deferred annuity... 
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...