Portfolio Rebalancing

Your investment portfolio is more than the sum of your account balances. It represents your pathway toward important financial goals, whether a comfortable retirement or a college education for your kids. But over time, the inevitable ups and downs of the financial markets can change the profile of your investment plan, leaving you with more risk than you’d like or less growth potential than you need. Fortunately, a strategy called rebalancing can help keep your investment plan in line with your goals.

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