On the Money: All-Time Highs and Rebalancing

On this episode of “On the Money,” Paul Ruedi, David Ruedi, CFP® and Dr. Fred Giertz discuss this year’s stock market performance and the lack of major worries from investors. They also answer caller questions about how often to rebalance and what to do with an inherited 403(b) plan.

(1:35) Stock market at all-time highs

(7:35) The recession that never happened

(11:00) Investors aren’t worried

(35:24) Caller question: Am I rebalancing too much?

(41:07) Caller question: I recently inherited a 403(b) and don’t need the funds. What options do I have?