Weighing Rebalancing Options
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.
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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.