In this discussion forum, think about friends or family in your life who are experiencing change or will soon experience change, such as a growing family, upcoming retirement, or other life change. Choose one person to be your client, give them a name and profile that describes the change they will experience, being as creative as you wish—this does not have to be a real scenario.

Discuss the type of rebalancing you should address as you prepare to adjust their portfolio, and justify your choices for rebalancing, including the costs (tax and investment) you are considering related to that rebalancing.

How would you approach making rebalancing recommendations to this client?

Answer rating: 100% (QA)

Client Profile Name Sarah Profile Sarah is a 35yearold marketing professional who just had her first child She and her husband have been saving for th... View the full answer