On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal of Rowling and Associates. Listen to learn how often you should rebalance your portfolio!
For the Difference Making Tip, scan ahead to 17:03!
You can learn more about Sheryl at Rowling.com, Twitter and LinkedIn.
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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!
You can learn more about the show at GeorgeGrombacher.com, Twitter, LinkedIn, Instagram and Facebook or contact George at Contact@GeorgeGrombacher.com. Check out Money Alignment Academy as well!