Daily Archive: May 9, 2014

May 09

How often should we rebalance portfolios?

It appears that the financial planning industry is a big believer in rebalancing but a little unsure as to how often. Some accept the automatic quarterly option, some rebalanceĀ at the client review, some annual, or even at 13 months to potentially reduce capital gains tax by taking advantage of the 50% CGT discount. Because the …

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