On this listener Q&A episode of the Dentist Money™ Show, Ryan and Matt take a look at why rebalancing your investment portfolio is so important. Plus you’ll hear about different strategies for dividing stocks and bonds among various brokerage and retirement accounts.
When you build a portfolio four things are taken into consideration—the level of risk, geography, company size, and the price of the stock. Find out why Dentist Advisors regularly rebalances your portfolio to ensure it continues growing within your original criteria.
