Conventional wisdom is that portfolios need to be rebalanced regularly. For many advisors regularly means annually.

Financial planner Kevin Brosious tells clients, “At least once a year, we will consider rebalancing.” But he believes that portfolios often benefit from “opportunistic” rebalancing. Brosious, president of Allentown, Pa.-based Wealth Management, rebalanced one client’s portfolio three times last year.

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