Episode 22: Rebalancing with Tax-Efficient Investments

We highlight the importance of portfolio rebalancing as a response to life transitions, discussing how it allows you to align your investments with evolving financial goals.
28:46

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.

Recent Podcasts

Chart Your Financial Course

Ready to transform your financial journey? Schedule a meeting with us today so we can help guide you on the path to a more secure and prosperous financial future.