13
Oct
Rebalancing without overthinking it
Once or twice a year is plenty, and a simple threshold rule can keep costs and taxes low.
III.Section
Once or twice a year is plenty, and a simple threshold rule can keep costs and taxes low.
Total return matters more than where it comes from, but your goals and tax situation can tilt the choice.
Three to six months of essential expenses is a common rule, but your job security and dependants may argue for more.