The winter season is full of holiday bustle. Between spending time with your family and friends, your taxes usually are not top of mind. Yet any free moments you can spare now will help you stay ahead in 2018. We are happy to share with you our 2018 tax planning guide so you can make the most of your financial strategies.
Rebalancing is when one adjusts the weightings of a portfolio as investment values change to maintain the original asset allocation. Rebalancing can present an opportunity to sell high and buy low, taking the gains from high-performing investments and reinvesting them in areas that have not yet capitalized on potential growth.