Portfolio rebalancing is a necessary and important component of sound and strategic investment management. In this week’s episode, Jay Pluimer discusses how he approaches portfolio rebalancing at Flourish Wealth Management for his clients in the Minneapolis/St. Paul area and beyond. The process focuses on three main goals and keeps your unique financial picture in perspective always. He focuses on three main criteria which you can learn more about by taking a quick listen. Enjoy!
Always check back next week for more Flourish Insights with Jay Pluimer.
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