Mar 17, 2020
Welcome back to another edition of
AWM Insights. With all the recent public market volatility, we've
been highlighting the importance of our long-term investment
strategy. Since 1928, there have been 24 bear markets. A unique
trait they have all shared is that every one in U.S. history
has then led to new all-time highs.
However, while it's important to stay patient and stick to the plan
- we also don't want to just "do nothing" during this
In this week's episode, Erik and Brandon begin their discussions on
smart financial strategies that we utilize during these market
downturns to add tremendous value to portfolios.
First, we breakdown the value of Rebalancing and cover items such
- What is rebalancing
- Why is it so valuable?
- When should you rebalance?
- What are the potential pitfalls?