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The Importance of Balancing and Rebalancing Your Investment Portfolio
If you invest through a robo-advisory service, or your employer-sponsored retirement plan, such as a 401(k), your portfolio may be rebalanced automatically.
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5 Dos and Don'ts for Your Year-End Portfolio Checkup
Keep rebalancing, RMDs, fund capital gains, and account-funding deadlines in mind during your portfolio review, says Morningstar's Christine Benz.
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