19 May
Finding the Patience and the Courage to Rebalance


One of the three simple rules of investing is rebalancing. It is complex at both an implementation level and at a human nature level. It takes a very specific approach to portfolio design and coaching to have rebalancing work. So let's take a look!

Date and Time

Wed, May 19, 2021

6:00p - 7:00p PST


This is a virtual meeting held through ZOOM. Login instruction will be sent upon registration.


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