Portfolio Rebalancing Archives

As a Los Angeles fee-only financial planner, I am focused on making sure my clients are prepared financially for 2019. According to a Fidelity Investments Study, one in three Americans plan to make a financial New Year’s resolution for 2019. With an 18% increase from the 2018 study, Americans are getting serious about improving their overall financial picture. Whether you are living in Los Angeles, CA or Austin, TX, here are six financial New Year’s resolutions from a Los Angeles financial planner to give you more peace of mind in the new year.

Before analyzing how often investors should rebalance, it’s important to determine the significance of why one should consider rebalancing. As a fee-only financial planner in the Austin, TX metro area, not understanding the importance of rebalancing is where I see many investors go wrong.

How do investors know what to trade? This investing guide was written as a blueprint for investors looking to get on track and stay on track by tailoring their investments to their financial goals. Every investor wants to grow their net worth while taking on less risk. How can one go about that and stay on track? As a fee-only investment advisor in Los Angeles, here is how I recommend getting started with investments.

Financial New Year’s Resolutions for 2019

How Often Should Investors Rebalance?

SLF Investing Guide