Category Archives: Investing

Rebalancing Your Portfolio and Other Investor-y Terms

The investing process is filled with terms that you don’t hear every day. Terms like asset allocation, diversification, and rebalancing your portfolio pop up, and it’s almost like listening to a foreign language. But, there’s a trick to learning foreign languages, and it works with learning about investing too. It helps if you listen to native speakers, ask questions, practice, and try to understand.

With that in mind, I’d like to share some thoughts from Robert Stammers, who is a Chartered Financial Analyst and the director of Investor Education at the CFA Institute. My comments & “translations” are in brackets.
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