Rebalancing with Sheryl Rowling

November 18, 2019

On this show, we talked about what it means to rebalance investments, the benefits it brings and how it applies to asset allocation as well as asset location with Sheryl Rowling, CPA, PFS, Head of Rebalancing at Morningstar and the Principal of Rowling and Associates.  Listen to learn how often you should rebalance your portfolio!

For the Difference Making Tip, scan ahead to 17:03!

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George is honored to be included on Investopedia's list of the Top 100 Financial Advisors for 2019!

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