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Step 5: Monitoring & Rebalancing

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We are responsible for the ongoing monitoring of your asset allocation and direct periodic rebalancing of your portfolio to reflect our recommendations. Rebalancing accomplishes several important benefits. First, as asset classes fluctuate in value, your exposure to individual asset classes may become larger or smaller than we intended. Second, rebalancing can also help capture value by “buying low and selling high”.

Rebalancing investments may cause investors to incur transaction costs and, when rebalancing a non-retirement account, taxable events will be created that may increase your tax liability. Rebalancing a portfolio cannot assure a profit or protect against a loss in any given market environment.