Automated rebalancing: robo-advisors and target-date funds

Sometimes, your investment portfolio needs a course correction to stay safe and on track with your personal allocation strategy. We tackle the essential, yet often ignored, financial tune-up known as rebalancing. Learn exactly what rebalancing is, why this simple process is about managing risk (not chasing returns), and the practical steps to implement it, including smart tax strategies for your 401(k) and brokerage accounts. 

Get the full show notes, show references, and more information here: https://www.insideoutmoney.org/131-what-is-rebalancing-and-should-i-be-doing-it/