Financial Planning Friday's #50 -...
Financial Planning Friday's #50 - Buy More of Your Lagging Investments

Presilium Private Wealth by Jerry Davidse

Episode notes
In this week's episode, Jerry shares an example of how well rebalancing has worked between different types of stock investments over the past 18 months. Please listen, click the like button, and share with a friend! This podcast is for informational purposes only and does not constitute an offer to sell or the solicitation of an offer to purchase any security or investment product or services. The content of this podcast is provided solely for your personal use and shall not be deemed to provide access to any particular transaction or investment opportunity. Presilium Private Wealth does not intend the information in this podcast to be investment advice, and the information presented in this Presentation should not be relied upon to make an investment decision. Any third-party information contained herein was prepared by sources deemed to be reliabl ... 
Read more
Keywords
rebalance