How Often Should You Rebalance?

💡Get a free portfolio review with Chris Casey and the team at WindRock by going here: https://bit.ly/4n3gDbI

After a strong market rally, many investors are sitting on meaningful gains, but with volatility returning this week, the real challenge becomes keeping those profits. If you want to protect your portfolio without abandoning your strategy, this conversation is for you. WindRock Wealth’s Chris Casey joins Maggie Lake to break down practical, real-world ways to manage risk, stay disciplined, and avoid giving back hard-earned returns.

💡Get to Know Chris Casey: His Journey, Strategy, and Financial Philosophy: https://www.youtube.com/watch?v=l2DdcqtoBYs

💡Protect your wealth with real gold and silver through Hard Assets Alliance: https://www.hardassetsalliance.com/?aff=WTH

Chapters:

0:37 - Tech-Led Pullback: How Worried Should Investors Be Right Now?  

2:30 - Hedging 101: What Does It Actually Entail?

4:49 - Volatility as a Hedge: Should You Use the VIX?

6:25 - Covered Calls: A Simple Way to Enforce Discipline and Add Income?

8:41 - De-Risking Without Going All-Cash: What Does That Look Like?

11:02 - Bonds After 2022: What Role Should They Play?

12:47 - Cash Allocation: Is There a Rule of Thumb?

14:10 - ⭐️Wealthion Golden Nugget: Real Diversification & The ETF “Diversification” Mirage

19:13 - Position Sizing: How Big Is Too Big?

22:03 - Tax-Loss Harvesting: What Are People Getting Wrong?

25:07 - Rebalancing: How Often Should You Do It?

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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests and our hosts do not necessarily reflect the views of Wealthion or the views of their respective employers. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.

While we value and appreciate the insights shared by our esteemed guests and hosts, they are to be viewed as personal opinions and not as investment advice or recommendations from Wealthion or their respective employers. These opinions should not replace your own due diligence or the advice of a professional financial advisor.

We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.

The world of finance and investment is intricate and diverse. It's our mission at Wealthion to provide you with a variety of insights and perspectives to help you navigate it more effectively. We thank you for your understanding and your trust.

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