Tags » Rebalancing

A Student of Bodies - a Rebalancer's poem

Today, in Sue Reynold’s divine Sanctuary Sunday – a full day to dive deep into words, to come at ideas, images, and stories in fresh ways – she offered up as a prompt Thomas R. 160 more words

Sue Reynolds

My Lady pointed out that with not going to yoga as often I should exercise more, or I’ll gain weight. Not that she cares, but she worries I will. 399 more words


Is MyVest the Right Portfolio Rebalancing Software for You?

Research has shown that portfolios that are rebalanced at least annually experienced lower volatility and higher risk-adjusted returns than those that are not rebalanced.  Every advisor should have access to a quality, automated software rebalancing tool to handle this task, which used to be a time-consuming chore. 1,271 more words

Portfolio Management

Limiting Belief Recycling Program with Dr. Valerie Solheim

This week’s interview with Dr. Solheim asks the question, “What in our thinking is keeping us from being resonant with the bees?” I ask this specifically in this way because the human tendency is to get things to conform to what works for us, but obviously there are some flaws in this approach. 22 more words

China knows it has a problem, but it just can't kick the investment habit

It seems that China has pulled it off again. Just when the naysayers were dismissing its economic growth model and expecting the pace of growth to drop to something close to 7%, the government pumped in a ton of investment and the Chinese economy expanded 7.5% in Q2, compared with the same quarter in 2013. 514 more words

IAS Responds: Which Portfolio Rebalancing Software is Right for You?

As part of my series of articles on portfolio rebalancing software, I met with some folks from Interactive Advisory Software (IAS), who were kind enough to give me a demo of not only their rebalancing tools, but their entire wealth management platform, called Solution 360. 1,928 more words

Managed Accounts

A Moment

So, I’m having a moment. You know those dreaded ones, filled with self-doubt and an intangible sense of doom? I meander along quite happily a lot of the time, able to cope with whatever I need to and then, wham. 230 more words