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RBS 040: Jack Bogle _ _ Never _ Rebalance Your Investment Portfolio (and how to do it if you must)

The Rob Berger Show

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How to Rebalance Your Asset Class to Avoid Taxes

In a taxable account, the idea is we'll rebalance it just so it gets up to this tolerance band. We don't have to get exactly to 50% in this example but how close do we need to get? It's kind of like a game of horseshoes or hand grenades, right? Close enough is okay. Well how close do you need to get?"

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