Sean Gates

Sean Gates, a Certified Financial Planner, shares invaluable insights on how to effectively review and rebalance your investment portfolio as 2026 approaches. He discusses the importance of aligning your target allocation with your risk tolerance and explains the difference between time-based and metric-based rebalancing strategies. Gates also addresses common myths about retirement and life expectancy, highlights practical rebalancing tactics, and warns against the pitfalls of investor behavior that can lead to poor decisions.