How will my investments be rebalanced?

Accounts will be rebalanced when the holdings drift for the targeted asset allocation and investment strategy. We’ll look for opportunities to rebalance at least once per quarter, but will only rebalance when there’s meaningful drift from the target to avoid excessive trading. You can talk to your Retirable specialist if you have questions or would like to adjust the rebalancing strategy on your accounts.

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Retirable, Inc. ('Retirable') is an SEC registered investment adviser. By using this website, you accept our Terms of Use and Privacy Policy. Retirable provides holistic retirement planning services, which are available only to residents of the United States. You must be at least 18 years of age to become a Retirable Premium user. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities.

Investing involves risk and past performance is not indicative of future results. Increased spending increases the risk of depleting your savings and performance is not guaranteed. It is very important to do your own analysis before making any decisions based on your own personal circumstances.

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