Value of an Advisor: A Is for Active Rebalancing and Asset Allocation

Executive summary:

  • Ensuring a portfolio is actively and regularly rebalanced is one of the key duties of a financial advisor
  • Rebalancing can keep a portfolio within the desired asset allocation so that it remains in line with the investor’s goals
  • That also helps keep the portfolio within the investor’s comfort zone
  • Many investors and advisors take rebalancing for granted because it’s often done behind the scenes – but we believe it holds significant value

It’s not just about the destination, it’s the ride we take to get you there.

At Russell Investments, we believe in the value of an advisor. We believe that advisors are never more important than during periods of the unknown – and this year there’s a lot of unknowns. We don’t know whether central banks have been able to get inflation under control, whether interest rates will go down – nor at what pace if they do – or whether the economy will slide into recession or not. There’s also plenty of political uncertainty, with approximately 64 countries holding elections this year – including in the U.S.