10.05.2019 00:00:00

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What's the interest rate on this account? atk hairy models Rebalancing doesn't have to be all or nothing. At Financial Engines, advisers don't move portfolios back to target allocations frequently. Instead, they adjust based on an analysis of long-term shifts in market conditions. "There's evidence that rebalancing infrequently rather than often has better results," says Jones.