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The Last Trade E010: Building and Managing Generational Wealth with Morgen Rochard
Onramp Media
How to Rebalance Your Portfolio
There have been many studies done on rebalancing and rebalancing actually doesn't really work Um advisors don't like to admit this because it's something that we like to say that we do for clients. But the thing that you need to do for clients is tax loss harvesting not rebalancing. And so that's how we approach it for clients. We're not a cookie cutter style practice Everyone's got their own portfolio allocation.
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