Investment Allocation

Bouchey Financial Group

Should You Rebalance Your Investment Portfolio?

By Samantha Masey | January 12, 2022

Written by: Martin Shields, CFP®, AIF ® Let’s first start by defining what portfolio rebalancing entails.  This process brings the asset classes in your portfolio back to their target weight from either overweight or underweight positions.  This entails selling your fastest growing assets and buying assets classes that have been underperforming. It is a prudent…

Should My Investment Allocation Become More Conservative in Retirement?

By Samantha Masey | November 2, 2021

Written by: Harmony Wagner, CFP® Retirement is one of the biggest financial transitions for many people, and one that often leaves people wondering if they should become more conservative with their investment allocation. Going through this type of significant life transition can make people feel like they must make a major corresponding adjustment in their…