The Hype Behind Portfolio Rebalancing (Tadas with Peter Lazaroff)
<p>“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.”</p><br /><p><strong>Peter Lazaroff</strong> who is the co-CIO of <a href="https://www.plancorp.com/" target="_blank">Plancorp</a> and <a href="https://www.brightplan.com/" target="_blank">BrightPlan</a>. Peter blogs at PeterLazaroff.com and most importantly for the purposes of this discussion is the author of the recently published book <a href="https://www.amazon.com/Making-Money-Simple-Complete-Financial-dp-1119537878/dp/1119537878/" target="_blank"><em>Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever</em></a>.</p><br /><p>We recently published a two-part Q&A with Peter on Abnormal Returns: <a href="https://abnormalreturns.com/2019/05/07/qa-with-peter-lazaroff-author-of-making-money-simple/" target="_blank">part one</a> and <a href="https://abnormalreturns.com/2019/05/08/qa-with-peter-lazaroff-author-of-making-money-simple-2/" target="_blank">part two</a>.</p><br /><p>You can read more about Peter at his blog: <a href="https://peterlazaroff.com/blog" target="_blank">https://peterlazaroff.com/blog</a></p><br /><p>Enable our Alexa skill here - "Alexa, play the Compound show!"</p><p><a href="https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ" target="_blank">https://www.amazon.com/Ritholtz-Wealth-Management-LLC-Compound/dp/B07P777QBZ</a></p><br /><p>Talk to us about your portfolio or financial plan here: <a href="https://ritholtzwealth.com/" target="_blank">https://ritholtzwealth.com/</a></p><br /><p>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. <a href="https://thereformedbroker.com/terms-and-conditions/" target="_blank">https://thereformedbroker.com/terms-and-conditions/</a></p><br /><hr /><p style="color: grey; font-size: 0.75em;"> Hosted on Acast. See <a href="https://acast.com/privacy" rel="noopener noreferrer" style="color: grey;" target="_blank">acast.com/privacy</a> for more information.</p>
“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.
Listen On
