Optimal Asset Management Blog Optimal's March 2019 rebalance of our client's custom portfolios

Optimal's March 2019 rebalance of our client's custom portfolios To 'lift the curtain' a bit on how we manage our clients' portfolios, today (March 6) we implemented our quarterly rebalance of all our accounts. These rebalances are done in a tax-efficient, dynamic manner, reflecting changes in the market and in each account. For taxable investors, we rebalance [...]