Gen X Wealth Academy with Phil Telpner

Ep 50: When & How To Rebalance Your Portfolio


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Are you unsure of when to rebalance and how to do it? In this episode, we'll uncover the importance of rebalancing your portfolio and discuss everything from frequency to tax implications. Plus, we'll share a cautionary tale about the consequences of neglecting rebalancing.

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Gen X Wealth Academy with Phil TelpnerBy Phil Telpner