The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)
“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”
Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.
We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two.
You can read more about Peter at his blog: https://peterlazaroff.com/blog
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https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/
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“Rebalancing is getting a little overrated. It is nowhere near as impactful on returns as human and digital advisors advertise. I also feel like human advisors probably rebalance more than is truly necessary.”
Peter Lazaroff who is the co-CIO of Plancorp and BrightPlan. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever.
We recently published a two-part Q&A with Peter on Abnormal Returns: part one and part two.
You can read more about Peter at his blog: https://peterlazaroff.com/blog
Enable our Alexa skill here - "Alexa, play the Compound show!"
https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ
Talk to us about your portfolio or financial plan here: https://ritholtzwealth.com/
Obviously nothing on this channel should be considered as personalized financial advice just for you or a solicitation to buy or sell any securities. Please see this 3,000 word terms & conditions disclaimer if you seriously need this spelled out for you. https://thereformedbroker.com/terms-and-conditions/
Hosted on Acast. See acast.com/privacy for more information.
Learn more about your ad choices. Visit megaphone.fm/adchoices
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