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Be Informed About Your Finances


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2020 Third Quarter Market Commentary

The third quarter of 2020 was Global equity markets continued their rebound from earlier this year, despite struggling in the final month of the quarter. Among the S&P 500, 70% of stocks had gains in the third quarter. And of the 30 companies in the DJIA, 24 of the 30 were positive this quarter too.

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Did COVID-19 Force You to Wrongly Rebalance?

Rebalancing is an exercise that involves selling the investments that have appreciated and buying the assets that have gone down in order to bring your allocations back in line with your original portfolio design. Rebalancing is not quite as simple as it sounds though – it’s as much a science as it is an art.

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