Some investors believe that early in the year, with last year’s financial results at your fingertips, may be an optimal time to rebalance your investment portfolio. However, Christy Gatien of our Bellevue, Washington branch believes it’s more important to find a system for rebalancing that specifically works for you. In “5 mistakes to avoid when rebalancing a portfolio” at CNBC.com, writer Jeff Brown offers insights from Gatien and others on how to rebalance.
Read the full article here.