What Is Portfolio Rebalancing and Why Does It Matter?

Rebalancing is one of those investing terms that sounds more complicated than it actually is. In this video we’ll break it down in plain language, explaining what rebalancing means, why it happens, and how it could help keep your portfolio aligned with your intended risk exposure over time. The views expressed herein are those of the author and do not necessarily reflect the views of Steward Partners or its affiliates. All opinions are subject to change without notice. Neither the information provided, nor any opinion expressed constitutes a solicitation for the purchase or sale of any security. All investing involves risk, including the potential loss of principal. Past performance is not indicative of future results. Please consult with a qualified financial, legal, or tax professional before making any financial decisions. Steward Partners, its affiliates, and its Wealth Advisors do not provide tax advice. Rebalancing does not protect against a loss in declining financial markets. There may be a potential tax implication with a rebalancing strategy. Investors should consult with their tax advisor before implementing such a strategy. Investment advisory services are offered through Steward Partners Investment advisory LLC (“SPIA”), an SEC-registered investment adviser. SPIA and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners