DiversificationForbesInvestingManaging RiskRebalancing

Here’s Why it Might be a Good Time to Rebalance Your Portfolio

Rebalancing your portfolio is an important part of managing your money. Rebalancing means buying and selling positions in your portfolio to get back to your original asset allocation. When one asset class significantly outperforms another, your portfolio drifts from its starting investment mix. This is important because unless you periodically rebalance,…
Kristin McKenna
December 6, 2021
401(k) PlansDiversificationEmployee benefitsFinancial PlanningForbesRetirement PlanningTax planningUpdated for 2021

Net Unrealized Appreciation Rules for Company Stock in a 401(k)

If you have company stock in your 401(k), you may want to consider whether to take advantage of net unrealized appreciation at retirement. Under the net unrealized appreciation rules, employees can roll over the portion of their 401(k) invested in company stock to a brokerage account and pay tax at…
Kristin McKenna
September 13, 2021