This week’s episode of Grow Money Business is all about your investment portfolio. Going into 2024, this is an opportunity to rebalance your portfolio and think about whether your asset allocation is right for you. Join us as we dive into how to rebalance your portfolio, target bonds, exchange-traded funds vs. mutual funds, and more.

Show Notes
[03:40] Rebalancing – Grant explains the importance of balancing your investment portfolio.
[10:28] Personal priorities – Grant describes how to reassess personal priorities and the importance of having a professional to guide you through them.
[15:00] Target bands – Grant explains target band rebalancing.
[24:00] ETF – Grant explains the difference between exchange-traded funds and 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.