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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro

Financial Advisor Success

CHAPTER

Navigating Portfolio Rebalancing

This chapter explores the thresholds for rebalancing investment portfolios, discussing acceptable percentage deviations from target allocations and the challenges in personalizing strategies for clients. It emphasizes the critical 'retirement red zone' and ongoing client engagement to align investment strategies with changing needs. The speakers also highlight the practical aspects of portfolio management, including the use of tracking systems and investment strategies aimed at achieving optimal asset allocation.

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