Rebalancing: What You Need to Know
How to keep your retirement assets on track.
Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. A portfolio that was 60% stocks and 40% bonds 10 years ago would be 80% stocks and 20% bonds today. Joining me to discuss how to know if rebalancing is in order for your portfolio is Christine Benz. Christine's Morningstar's director of personal finance.
Thanks for being here, Christine.