For many of us, investing is how we save for retirement and other important life events. But after a certain period of time situations change. We experience life transitions that cause us to need adjustments in our investments. Portfolio rebalancing allows you to review the types of investments you hold to ensure they align with your financial goals. In this episode, Curio Wealth Advisors Jim Kantowski and Jake Sadler discuss the importance of rebalancing your portfolio, how often you should rebalance, and tax considerations when rebalancing.
