6:00pm – 7:30pm MST

Discover how rebalancing can be essential to a prudent and disciplined investing strategy. Join us as we explore the following 4 assertions:

1. Rebalancing plays a crucial role in long-term prudent investing and risk management.
2. By default, humans are not naturally inclined toward rebalancing their investments.
3. Properly rebalancing requires the application of complex algorithms based on empirically tested academic research in investing as well as an understanding of human behavior.
4. Successfully maintaining a rebalanced portfolio over a lifetime demands patience and courage.