1. Maximizing short-term gains
2. Restoring the portfolio to its intended risk level
3. Eliminating all underperforming assets
4. Increasing the number of asset classes
2. Restoring the portfolio to its intended risk level
Rebalancing brings allocations back to target levels, ensuring the portfolio doesn’t drift into an unintended risk profile.
Which of the following strategies is generally considered the most effective for eliminating high-interest credit card debt? 1. Paying the minimum amount due on all
The Story Behind Our New Name—”Richland Ave Financial” Having received approval during voting at the 2024 national convention, the FWB Board of Retirement and Insurance
What are the three types of expenses in a personal or household budget? 1. Housing, Utilities, Food 2. Bills, Needs, Wants 3. Fixed, Flexible, Discretionary
