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Michael A. Milazzo, CLU, ChFC
Registered Principal
The Meridian Financial Company
3350 Club Villas Dr SE, Unit #1303
Southport, NC 28461
Phone: 631-979-4223
Fax: 910-854-0002
Email: meridian@ae.cadaretgrant.com
Website: www.merfinco.com
What have your investments been up to lately? Maybe some of them have performed really well. And maybe some took a swan dive. Either way, your asset allocation may now be out of whack.
What can you do about it? Rebalancing helps you restore your asset mix to the percentages of stock, bond and cash alternative investments you originally chose when you set up your account. And if your feelings about risk have changed, rebalancing can help bring your asset allocation in line with your current risk tolerance.
Another strategy is to sell investments in the asset class that’s doing well and buy investments in the classes that are struggling. While you might be hesitant to sell investments whose values are rising, remembering that you chose your asset allocation to reflect your goals, time horizon and risk tolerance can put rebalancing in perspective.
Consider reviewing investment performance annually, semiannually or even quarterly. That way, you’ll be able to make any changes needed to help ensure that your portfolio continues to reflect your investment objectives.
Rebalancing may have tax consequences if done outside of a tax-favored retirement account.
FINRA Reference FR2017-0620-0124/E
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Securities and Advisory Services offered through Cadaret, Grant & Co, Inc, a Registered Investment Advisor and Member FINRA/SIPC. The Meridian Financial Company and Cadaret, Grant & Co., Inc. are separate entities. I am registered to sell Securities in the following States: NY, NJ, PA, NC, FL, ID.
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