Skip navigation.
Go to the Principal Financial Group(R) home page
Secure  Account Login

Select login type:


Trends & Insights
Quick Links
Tools

Weighing Rebalancing Options

EXECUTIVE SUMMARY

Rebalancing can play a key role in contributing to an effective portfolio management process and is an integral part of managing a retirement plan.

Rebalancing is the process of using cash flows or asset transfers to move a diversified portfolio back to its original target ranges. This, in turn, can help investors minimize investment risk and return surprises.

Get the full report

Download the white paper now (PDF: 432 KB)

 

Principal Life Insurance Company, Des Moines, Iowa 50392-0001, principal.com

Principal Financial Advisors, Inc. is a registered investment adviser and member company of the Principal Financial Group®.

Insurance products, plan administrative services and separate accounts which are available through a group annuity contract are provided by Principal Life Insurance Company, a member of the Principal Financial Group (The Principal®), Des Moines, IA 50392.

© 2014 Principal Financial Services, Inc.
PQ7742B-03 | 06/2014 | t14062302oe

Have a question? Call us at 1.800.986.3343

Copyright © , Principal Financial Services, Inc.
Disclosures and Terms of Use | Products and Services Disclosures | Privacy and Security
Securities offered through Princor Financial Services Corporation, member SIPC