What does it mean to rebalance my portfolio?

Rebalancing means adjusting your investments to bring them back to your original target allocation.

Example:

If you originally chose:

• 50% stocks
• 50% bonds

Over time, market performance might shift your portfolio to:

• 70% stocks
• 30% bonds

Rebalancing would involve moving money from stocks into bonds to return to your 50/50 target.

Rebalancing helps:

• Maintain your intended risk level
• Keep your portfolio aligned with your long-term goals

Many plans offer automatic rebalancing options.

If you'd like help deciding whether or how to rebalance your account, our team is available to assist. Schedule a meeting.