Rebalancing an investment or retirement portfolio, which typically includes securities and commodities, is what investors do to reset their allocated asset mix back to its original state. Over time, some assets in a portfolio will grow faster than others. Rebalancing
Diversification is the practice of spreading capital among different investments to reduce the potential risk of losing that capital in any given investment. Basically, it’s generally not a good idea to put all your eggs in one basket. There are
Asset allocation refers to the division of capital into different asset classes, such as stocks, bonds, and cash. How you allocate your assets into different classes is entirely up to you, perhaps with the help of your advisors, and will
Investment products and services are not free. In fact, many such products and services have lots of costs associated with them. Some apparent. Some not so apparent. Even small fees can accrue over time and have a significant impact on
Together, Section 3(a)(11) of the Securities Act of 1933 and Rule 147 make up what are generally known as the “intrastate offering exemption.” The intent behind the statutory provision and its safe harbor is to facilitate the financing of local