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Do you rerun or rebalance each year or periodically to re-balance real performance against beginning expected or projected performance?


1 comment

  • Rachel Fox

    Many advisors “harvest” gains when a particular segment has reached its targeted accumulation amount. For example, you may have a 20 years segment and a targeted accumulation value of $200,000. If that value is reached, say, in 17 years, it makes sense to take the risk off the table by moving to cash. You have thus locked-in the next income phase at the targeted amount.

    Importantly, if you build a “floor” to address essential expenses, you may be able to keep aggressive equity positions in place for a longer period of time. 


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