new2bogle2 wrote:For those here who have a 3-fund portfolio and rebalance about once per year, what else do you do for the rest of the year(s)?
adviseseeker wrote:Please help. Can anyone tell me what a holistic financial review should consist of?
ResearchMed wrote:Added: There are two labeled "Inst" that both have ER's of .04%, one with $5m and one with $100m minimum.
westhermes wrote:Our current portfolio balance is low to mid 7 figures
LittleGreenSoldiers wrote:Desired Asset allocation: 80% stocks / 20% bonds
Desired International allocation: 10% of stocks