A Conversation About Rebalancing Your Portfolio with Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP®

Balance is a tricky thing. Something that is balanced today may not maintain its balance; take investment portfolios, for example. When Foster & Motley begins working with a client, they balance their portfolio based on several targets, but over time rebalancing is necessary to maintain those targets.

In this episode, Ryan English, CFA, CPA, CFP®, and Nicholas Roth, CFP® explain their hands-on approach to rebalancing, and the importance of rebalancing across a household of accounts rather than individual accounts.

Ryan and Nick also talk about:

• Two types of rebalances
• The importance of rebalancing accounts
• Why you don't want one asset class to grow too big
• And more

Resources:

• A Podcast about Wealth and Life

Connect With Ryan English and Nicholas Roth:

• info@fosterandmotley.com
• 513-561-6640
• Foster & Motley
• LinkedIn: Ryan English
• LinkedIn: Nicholas Roth
• LinkedIn: Foster & Motley