“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”

Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.

We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two.

You can read more about Peter at his blog: https://peterlazaroff.com/blog

Enable our Alexa skill here - "Alexa, play the Compound show!"

https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ

Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/

Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/

Hosted on Acast. See acast.com/privacy for more information.

Learn more about your ad choices. Visit megaphone.fm/adchoices