Rebalancing Your Portfolio

Rebalancing is the process of periodically adjusting your portfolio to maintain your chosen target asset allocation among stocks, bonds and cash equivalents.

If the value of the stocks in your portfolio increases, for example, the ratio of stocks to bonds could change. Over time, you may end up with more risk than you realize. By rebalancing your portfolio, you can help manage risk and maintain your intended level of diversification. However, asset allocation cannot assure a profit or protect against a loss.

AARP Financial Inc. does not provide tax advice. Please consult a tax advisor for information pertaining to your particular situation.

The information and content provided herein is general in nature and is for informational purposes only. It is not intended, and should not be construed, as a specific recommendation, or legal, tax or investment advice, or a legal opinion. Individuals should contact their own professional tax or investment advisors or other professionals to help answer questions about specific situations or needs prior to taking any action plan based on this information.

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.

While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.