> Over time, market movements shift your original investment mix. What started as a 60/40 stock/bond portfolio might now look more like 70/20/10, including alternatives.
> This drift exposes you to more risk—or less growth—than you planned for. And over time, that can throw off your financial strategy.
> Rebalancing means realigning your portfolio back to your target allocation. You’re selling a little of what’s grown and buying what’s lagged.
> This disciplined approach keeps your risk in check and supports long-term performance.
When’s the last time you rebalanced?
A quick check-in today could mean more confidence tomorrow.
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*Content is for informational purposes only. Neither the information nor any opinion expressed in this content constitutes an offer by Cottonwood Wealth Strategies to buy or sell any securities or financial instruments, or to provide any investment advice or service.