Episode #4: Portfolio Rebalancing: The Flourish Model

Portfolio Rebalancing is a necessary and important component of sound and strategic investment management. In this week's episode, Jay Pluimer discusses how he approaches portfolio rebalancing at Flourish Wealth Management for his clients in the Minneapolis/St. Paul area and beyond. He focuses on three main criteria which you can learn more about by taking a quick listen. Enjoy!

Always check back next week for more Flourish Insights with Jay Pluimer and don't forget to check out our insights blog at https://www.flourishinsights.com.

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