Crafting a Rebalancing Strategy: Helping Clients Sell High and Buy Low
Feb 9, 2006
/
By Helen Modly, CFP, CWPA, and Sandra Atkins, CPA/PFS
If rebalancing is one of the services you offer, help clients understand that if you don't rebalance their portfolios, the market will do it for themand the market will keep the gains. Here's how trigger points and a schedule let this three-person team and its clients know when it is time to review accounts.