Today we are going to focus on your employees. Specifically, we will discuss how they can improve their investment outcomes.

One of the things your employees can do is automatic rebalancing.

This is a process to reallocate your assets within a portfolio to stay in line with predetermined percentages. Rebalancing makes sure that there is a system in place to continually buy low and sell high.

By rebalancing your portfolio on a quarterly or annual basis, you are guaranteed to sell high and then buy back low. This automatically rebalances your portfolio over a long period and dramatically reduces your volatility. Since you don’t usually make good emotional decisions when it comes to investing, doing automatic rebalancing can also help take the emotion out of investing so that you can earn a profit.

We provide investment options.

With our plans, we include investment options that do automatic rebalancing for your employees to make it easier for them to improve their future investment outcomes.

If you have any questions about this, please feel free to call or email us. We look forward to speaking with you soon.