When Markets React
When markets shift, experienced investors stick to their strategy.
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March 2020 brought with it a tidal wave of unforeseen changes — to both our workforce and economy. Ready or not, a huge number of businesses had to pivot quickly to a 100% work-from-home model to keep their employees safe and their operations moving.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.