Frequently Asked Questions > Investment Management (2 entries)
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As a result of normal economic cycles, certain asset classes may perform better than others in any given year. Rebalancing is the process of trimming back on those that have ...
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A “Core-Satellite” approach to investing is one in which the “Core” (majority) of the portfolio is invested in low-cost, passively managed investments, such as Exchange Traded Funds (“ETFs”) or Index Funds. ...