An In-Depth Look At Optimal Rebalancing Strategies

Are you ready for the webinar? 
Ensure you have your individual sign-on link handy.  

Check your email: You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. 

Check your calendar: You can also find your individual sign-on link within the downloadable calendar invite for the webinar. 

Still can’t find it or something not right? Reach out to us directly as members@kitces.com and we can assist you. 

Rebalancing plays a crucial role in ongoing portfolio management, both to ensure that the overall risk of the portfolio doesn’t drift higher, and to potentially take advantage of sell-high, buy-low opportunities. Yet, it’s not entirely clear how often a portfolio should be rebalanced in order to achieve these goals. The conventional wisdom is to rebalance a portfolio at least once per year, and possibly even more frequently, such as quarterly or monthly. A deeper look, however, reveals that more frequent rebalancing will on average have little impact on risk reduction, even less benefit from a return perspective, and just racks up unnecessary transaction costs along the way.

At this Kitces Webinar, Michael Kitces will discuss best practices for rebalancing, as well as what the benefits and risks are of rebalancing at all. Michael will introduce a Tolerance Band approach to rebalancing that advisors can implement to reduce transaction costs and manage risk.

In this webinar, advisors will learn:
- How rebalancing affects returns and risk
- What makes rebalancing worth it at the end of the day
- How to apply a Tolerance Band approach to rebalancing
- And more!

Accessing the webinar:
You can find your custom link by accessing the email confirmations that have been sent to you via email from webinar.host@bigmarker.com. You can also find your individual sign-on link within the downloadable calendar invite for the webinar.

Continuing Education (CE): 1.5 Credits
For attendees who want to receive CE credit for designations managed by the CFP Board, IWI, and American College, we will report your attendance directly to these organizations within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes.

For attendees who want to receive CE credit as an Investment Adviser Representative (IAR), we will report your attendance directly to FINRA within 72 hours as long as you enter your certification numbers during registration and attend the live session for at least 75 minutes. Additionally, Kitces Members must have purchased the IAR Add-on to have their CE reported to FINRA as an IAR.

For attendees who want to receive CE credit as a Certified Public Accountant (CPA), you must attend the live session for at least 75 minutes and complete all polls presented at the live event. A certificate will be provided to you for self-reporting to NASBA.

All attendees who meet the minimum attendance requirement of 75 minutes will also receive a completion certificate that you can use to report CE to other organizations. We don't report for state-level insurance licensing although some states may accept completion certificates if you self-report.

Recordings:
Non-Members: Those who are NOT Kitces.com Members will have access to the recording for 30 days. Though continuing education is available for the live session, the recording is not CE eligible. 

Kitces.com Basic & Premier Members: The video presentation and a recording of the live Q&A will be available on the Webinars page in the Members Section. Note: If you were not able to attend the live session for the full 50 minutes, successful completion of a quiz will be required in order to receive CE for viewing the RECORDED VERSION posted to the Members Section.