In today's podcast, we are going to explore Rebalancing. We will look at investment portfolio construction, how rebalancing is implemented and when you should consider doing the rebalancing. When you are getting ready to retire you will begin to think more about how your investments can generate cash flow and you will likely feel the need to reduce volatility when you begin taking portfolio withdrawals. Rebalancing serves primarily as a risk mitigation tool rather than a means of maximizing returns. According to a paper by Vanguard, "rebalancing tends to increase a portfolio's Sharpe ratio, improving risk-adjusted returns".

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When you hire our team, we offer a comprehensive review of your current investments, taxes, and the data in the Retirement Budget Calculator. We will ensure your plan's completeness and accuracy, helping you create an investment strategy, assist with tax planning, and monitor your plan to maximize your retirement benefits.

At Parker Financial we offer a well-crafted retirement investment strategy, deeply rooted in academic data and financial science which can be the key to a prosperous retirement.

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Articles, links and resources mentioned in today's podcast can be found by clicking on Episode #415 at  https://soundretirementplanning.com/