by Judy Esau | Jul 10, 2013 | Financial Planning, Portfolio Research
Asset allocation strategies can be broken down into two major categories: strategic asset allocation and tactical asset allocation. Strategic asset allocation has the primary goal of providing the best risk/return balance for a long-term investment horizon by...
by Judy Esau | Jan 13, 2012 | Financial Planning, Portfolio Research
There are many different theories and philosophies on how and how often one should rebalance his or her portfolio. Some theories suggest rebalancing should occur frequently, as much as once a week or quarter, others annually, and some say once a decade is sufficient....
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