Скачать или смотреть When Should Major Life Events Trigger Portfolio Rebalancing?

Major life events aren't just personal milestones—they're crucial signals for reviewing your investment portfolio. Understanding how significant changes impact your financial goals is key to maintaining a robust and relevant investment strategy.

This video explains:

In this insightful discussion, we'll cover:
► Why personal milestones like marriage, children, or career shifts demand a portfolio review.
► How to assess the impact of life events on your risk tolerance and investment horizons.
► Practical steps for adjusting your asset allocation to align with new financial realities.
► The importance of regular portfolio rebalancing, even outside of major life changes.


#PortfolioRebalancing, #LifeEvents, #InvestmentStrategy, #FinancialPlanning