Why Rebalancing Your Portfolio Matters (And Why Most People Ignore It)

Most investors know they should rebalance their portfolios… but very few actually do it consistently. In this video, we break down what rebalancing is, why it’s crucial for your financial success, and how we help our clients at Liberty One Wealth Advisors stay aligned with their long-term goals. 📈

What You’ll Learn:

-What portfolio rebalancing really means

-How rebalancing helps manage risk and lock in gains

-Why diversification isn’t just about stocks vs. bonds

-Our threshold-based approach to strategic rebalancing

Whether you're saving for retirement, buying a home, or building generational wealth, a well-balanced portfolio is key. Watch now to learn how rebalancing keeps your investments on track—without trying to time the market. Need help with your portfolio? Schedule a call with our team at Liberty One Wealth Advisors. We’re here to guide you every step of the way. Like this video if you found it helpful, and don’t forget to subscribe for more smart financial insights. #Rebalancing #InvestmentStrategy #FinancialPlanning #LibertyOneWealth #PortfolioManagement #WealthBuilding #RiskManagement #StocksAndBonds