An In-Depth Look At Optimal Rebalancing Strategies
At this Kitces Webinar, Michael Kitces will discuss best practices for rebalancing, as well as what the benefits and risks are of rebalancing at all. Michael will introduce a Tolerance Band approach to rebalancing that advisors can implement to reduce transaction costs and manage risk. Advisors will learn:
- How rebalancing affects returns and risk
- What makes rebalancing worth it at the end of the day
- How to apply a Tolerance Band approach to rebalancing
- And more!
Michael Kitces, Chief Financial Planning Nerd at Kitces.com
Michael Kitces is the Head of Planning Strategy for Buckingham Wealth Partners, a private wealth management and advisor TAMP platform based in St Louis, MO, that oversees approximately $50 billion of client assets. In addition, he is a co-founder of XY Planning Network, AdvicePay, New Planner Recruiting, fpPathfinder, and FA BeanCounters, the former Practitioner Editor of the Financial Advisor Success podcast, and the publisher of the popular financial planning industry blog Nerd’s Eye View through his website Kitces.com, dedicated to advancing knowledge in financial planning. In 2010, Michael was recognized with one of the FPA’s “Heart of Financial Planning” awards for his dedication and work in advancing the profession.