A Happy New Year to all our listeners! This week’s episode is all about your investment portfolio. Going into 2024, you can take this as an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into rebalancing your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more.

[03.40] Rebalancing – Starting the conversation, Grant explains why we need to care about rebalancing our investment portfolios.

[10.28] Personal priorities – Reassessing personal priorities and the importance of having a professional to guide you through them.

[15.00] Target bands – Grant explains the target band rebalancing.

[24.00] ETF – exchange-traded funds vs. mutual funds.

Resources

What’s the Optimal Rebalancing Strategy?

nasdaq.com/articles/white-paper%3A-whats-the-optimal-rebalancing-strategy-2021-08-02

See how tax-smart asset location can potentially help improve after-tax returns

https://www.fidelity.com/viewpoints/investing-ideas/asset-location-lower-taxes

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Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.