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9. Does Rebalancing Matter More Than Market Timing?
Rebalancing sounds simple until you’re the one facing volatile markets, unexpected tax consequences, and the emotional roller coaster that pushes investors to react at the worst possible moments. In this conversation, our host Anthony Stich sits down with Julie Rich, a seasoned advisor with more than 20 years of experience, to explore why rebalancing is less about timing and more about understanding your allocation, your behavior, and your long-term plan.
Julie explains how portfolios drift over time, why discipline outperforms instinct, and how taxes, asset placement, and account type shape every rebalancing decision. She shares historical lessons from the dot-com crash, the 2008 financial crisis, and COVID, offering a grounded perspective that helps investors stay focused even when markets feel uncertain.
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Connect with us!
Anthony Stich on LinkedIn
Julie Rich on LinkedIn
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.
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By Moran WealthRebalancing sounds simple until you’re the one facing volatile markets, unexpected tax consequences, and the emotional roller coaster that pushes investors to react at the worst possible moments. In this conversation, our host Anthony Stich sits down with Julie Rich, a seasoned advisor with more than 20 years of experience, to explore why rebalancing is less about timing and more about understanding your allocation, your behavior, and your long-term plan.
Julie explains how portfolios drift over time, why discipline outperforms instinct, and how taxes, asset placement, and account type shape every rebalancing decision. She shares historical lessons from the dot-com crash, the 2008 financial crisis, and COVID, offering a grounded perspective that helps investors stay focused even when markets feel uncertain.
—-
Connect with us!
Anthony Stich on LinkedIn
Julie Rich on LinkedIn
The content on this page and/or video is for educational purposes only and should not be construed as investment advice. Specifically, the content is intended to provide education and tools for individuals looking to handle their retirement planning on their own. Should you need personalized investment advice, you should consult with a registered investment adviser. Any communications on this page with other individuals that are not associated with Moran Wealth Management, LLC are done voluntarily by users and are unsupervised and unaffiliated with Moran Wealth Management, LLC and Moran Wealth Management, LLC has no responsibility or liability over any discussions or advice that may be given. Moran Wealth Management, LLC is a registered investment adviser and can provide investment advice. If you are interested in Moran Wealth Management, LLC’s advisory services, you can contact us at 239-920-4440 or [email protected].
For disclosures, visit: https://www.moranwm.com/disclosures
This communication may contain testimonials of Moran Wealth Management’s clients. These testimonials reflect the real-life experiences and opinions of these customers. However, these experiences are personal to them and are not necessarily representative of all clients’ experiences. Moran Wealth Management® makes no claim, and you should not assume, that all clients will have the same experiences. Your individual results will vary. The views and opinions contained in the testimonials belong solely to the individual client and do not reflect our views and opinions. Clients are not paid or otherwise compensated for their testimonials.