• Month: December 2018

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12 December

December 12 2018 Market Update

By in Economics, Finance, Financial advisors, Market Update, Worth sharing

Why are we Rebalancing?

Around year-end we tend to have a lot of conversations with clients about rebalancing, tax loss selling, and the role these strategies play in managing an investment portfolio. This conversation is all the more pertinent when volatility starts to spook investors – something we’ve seen in the past two months.

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