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Do I Really Need to Rebalance?

Rebalancing is more important for some types of investors than others.

Amy C. Arnott, CFA, Susan Dziubinski

Jan 11, 2022

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.

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