FINRA Education Podcast Provides Tips for Investors to Rebalance Their Portfolios
FINRA identified four areas for investors to consider when reviewing their portfolios for rebalancing.
The investor education podcast suggested that investors should: (i) know what "asset allocation" actually means; (ii) understand the importance of rebalancing a portfolio; (iii) understand the costs of shifting assets; and (iv) consider including other asset classes to spread out investment risk.