Do I Really Need to Rebalance?
Rebalancing is more important for some types of investors than others.
Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. As investors review their year-end statements, they may be thinking, "Do I really need to rebalance?" Joining me today to answer that question and to share some rebalancing tips is Amy Arnott. Amy is a portfolio strategist with Morningstar.
Hi, Amy. Thanks for being here.