The Motley Fool Discussion Boards
Investing/Strategies / Retirement Investing
|Subject: Re: Withdraw Rate Discussion||Date: 7/6/2008 10:30 PM|
|Author: buzman||Number: 63212 of 83150|
The reason for higher returns when rebalancing is less frequently is very simple. Rising markets tend to last longer than falling markets and certainly longer than 12 or even 24 months
Stocks historically has grown in value, too.
I am not comfortable rebalancing less than every 12 months.
Situations change and there could be more going on than just investments.
I'll reread his book but I've got a long term care planning book I should finish first.
|Copyright 1996-2017 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us|