In the News

Title

4 Tips to Keep Your Investments in Balance

Document Type

Article

Publication Date

1-4-2017

Abstract

Investors' New Year's resolutions often include a vow to pay more attention to rebalancing – making sure the mix of stocks, bonds and cash actually matches the plan.

And the process is easy in January, thanks to year-end statements that clearly show how each holding has done over the past 12 months