Rebalancing brings your portfolio back to the mix your plan asks for. Doing it more often rarely helps.
Why quarterly
- Markets drift slowly most of the time
- Every trade can cost tax in a taxable account
- Four checks a year catch the big moves
The goal is to keep your risk where the plan put it — not to chase the market.
The exception
After a very large move, we rebalance early — and we tell you why.
Want this for your numbers?
A free 45-minute review turns this note into three steps for you.
Book a free review