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Changing Your Strategy

You have set your strategy and are determined to stick with it. Does this mean you will never change your investments? No. There are times when you will want to reevaluate how you are invested, such as when:

  • You're getting closer to needing your money
  • You're uncomfortable with your investment strategy and think it needs adjusting
  • You're experiencing a major (and costly) life event, such as a new baby, college education, disability, etc.

Rebalancing  More Information