Brent Everett has spotted a pattern.
“Clients often resist the rebalancing decision when a certain asset class shows a lot of upward momentum,” said Everett, founder, chief investment officer and partner at Talis Advisors in Plano, Texas. “In fact, it’s not uncommon for them to want to add to that asset class, which can push the overall risk of the portfolio well outside of their risk tolerance.”
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