Sunday, October 2, 2022
52.1 F
Milwaukee
HomeWealth Management Learning CenterQuarterly Rebalancing, Analysis Paralysis, The Debt Snowball Method

Quarterly Rebalancing, Analysis Paralysis, The Debt Snowball Method

-

Annex Wealth Management’s Randy Winkler, CFP® answers several Ask Annex questions:

“When I first started investing, the provider I used suggested rebalancing once a quarter. I know that’s now invalid, but what is?” – Michael

“I’m taking a new job and need to do something with my old 401k, but I’m paralyzed by this market. Can I just put it in a target date fund until things calm down?” – Matt

“Is debt consolidation a good idea? How about the snowball?” – Susan

Talk With Annex Wealth Management

Have questions about financial and retirement planning, estate and legacy planning, investment management, insurance assessment, 401(k) plans for business, tax preparation and planning or other topics? Annex Wealth Management is here to help.

Annex Wealth Management is an RIA (Registered Investment Advisor) not owned by a bank, brokerage firm, or insurance company. As a fiduciary, we're held to a higher legal standard to always act in the best interests of our clients and to provide unbiased professional financial services free of the conflicts of interest that are prevalent in many banks and brokerage firms.

Stay up-to-date with our free email newsletter

Keep up with the issues, companies and people that matter most to business in the Milwaukee metro area.

By subscribing you agree to our privacy policy.

No, thank you.
BizTimes Milwaukee