Mechanics of Rebalancing
Strategic investors should keep both their most recent and their impending allocation targets in mind when rebalancing their portfolios, says Morningstar's Christine Benz.
Jason Stipp: I'm Jason Stipp for Morningstar. As part of Morningstar's 5 Days to Better Investing, today, we're talking about getting your timing right--specifically, getting your timing right with portfolio allocation and rebalancing. Here with me to discuss this is Morningstar's Christine Benz, director of personal finance.
Thanks for joining me, Christine.