Posts Tagged ‘rebalancing’

It is time to prepare for the bear

By Dan Hallett on November 26th, 2014

All year I’ve been wanting to write an article urging advisors and individual investors to prepare for the next bear market.  When stock markets hit a pothole in late summer and early fall, it struck me as an opportune time to refresh this...

Rebalance for long-term risk control not to boost returns

By Dan Hallett on May 19th, 2011

The Globe & Mail recently ran an article on rebalancing, featuring comments and opinions from some industry giants.   The article ends with advice from John Bogle, who suggests that rebalancing is a personal choice.  He discourages the...

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