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Financial Planning Friday’s – A Plan for Success

This is a short series-intro stub pointing to Financial Planning Fridays Episode 4, which covers rebalancing as the critical step during volatile markets. The full episode explains moving a portfolio back to its target allocation as markets move.

Jerry DavidseFinancial Planning Fridays

This is a short series-intro stub pointing to Financial Planning Fridays Episode 4, which covers rebalancing as the critical step during volatile markets. The full episode explains moving a portfolio back to its target allocation as markets move.

Key takeaways

  • Episode 4 of Financial Planning Fridays addresses what to do during volatile markets: rebalance.
  • This stub duplicates the full FPF #4 episode and should be consolidated into it.
  • Rebalancing means returning a portfolio to its target mix as prices move.
  • Disciplined rebalancing is a step many investors know about but rarely follow consistently.

Episode #4 – The Critical Step During Volatile Markets

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Written by

Jerry Davidse

Chief Executive Officer · CFP®

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