From todays Globe and Mail “When to rebalance“.
“Investors also should review brokerage statements as they come out, advises Doug Cronk, a Vancouver-based pension fund officer. “The fine print on the back of the statement says something like: ‘Review within 30 or 60 days, or we wash our hands of any errors,’” notes Mr. Cronk, who also writes the Institutional Investing for Individual Investors blog.”
See also: Dec 15, 2011 plus 10 other ‘Rebalancing’ articles by selecting ‘Categories’, then ‘Rebalancing’.
Next time? More Risk Management.
Doug Cronk CFA is Manager, Investments for a Canadian Pension Plan
