Search Result for : Tag: Portfolio

Financial Planning Fridays #29: Emergency Drill

This is an emergency drill and it may be one of the most important things you ever do as a long-term investor. Your investment accounts are down 40%, the market seems to be in a free fall, the economy and world are full of uncertainty, and there is no clear end in sight. Now pause. […]

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Financial Planning Fridays #4: Rebalancing

Today we will discuss something most people know they should be doing, yet almost no one does on a consistent basis: rebalancing your investment portfolio. Rebalancing, put simply, is moving your portfolio back to your target investment allocation as the market moves up or down. At Presilium, we start each relationship by building a financial […]

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