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Jun 2, 2014
Rebalancing Your Net Worth Assets June 2014
T his is the second article in a series on asset allocation and rebalancing. My first article introduced the concepts and focused on investment accounts, which hold financial or “paper” investments. The idea is that there are three primary asset classes: equities, fixed income and cash, and each of these three groups react differently to changing market conditions. An investor decides on a target percentage of his total...