Rebalancing During Market Dips: Nick Maggiulli on Timing, Costs, and Strategy

Markets are down —should you rebalance now or wait?

With uncertainty looming, advisors are facing a critical decision: Does rebalancing now protect clients, or could it hurt long-term performance?

Special guest, Nick Maggiulli, COO of Ritholtz Wealth Management & Author of the blog Of Dollars And Data, joined us to break down exclusive YCharts research on the impact of four different rebalancing strategies and best practices for implementing them at your firm. We covered:

• Is rebalancing during a downturn a smart move—or a costly mistake?
• How do different strategies perform in bull vs. bear markets?
• Are you unknowingly increasing costs and taxes with frequent rebalancing?
• Can the ‘Accumulation Rebalance’ strategy offer a smarter alternative?

Backed by 29 years of market data, this session will give you a first look into this research and tools to make smarter, more strategic rebalancing decisions for your clients.