Despite chaotic headlines over the last year, the financial markets are mostly still riding high. What is going on? And, what are you supposed to do? A recent poll on NewRetirement found that most people with a retirement plan are simply sticking to their plan. They report that they have …
Read More »Do this with your retirement portfolio as stocks hit new highs
There is no ironclad formula to rebalancing. It all depends on how comfortable you are with your portfolio deviating from its target allocation. Some investors rebalance portfolios quarterly, semi-annually or annually. Others prefer to rebalance only when a portfolio mix strays beyond a by a predetermined minimum percentage — such …
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