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Calendar vs. Threshold Rebalancing: Which Strategy Helps Keep Your Portfolio on Track?
Rebalancing is often called one of investing's "free lunches" because it can help reduce risk and improve portfolio discipline without requiring investors to take on additional risk. In this article, Associate Financial Advisor Clay Reynolds explains the differences between calendar and threshold rebalancing, why both approaches matter, and how a hybrid strategy may help investors stay aligned with their long-term financial objectives.

Clay Reynolds
1 day ago3 min read
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