He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios. (hartfordfunds.com)
There's lots of debate about how often to rebalance — once a year, quarterly, monthly, only when the stock or bond portion of your portfolio grows beyond its ideal allocation by a certain margin. (realdealretirement.com)
He also works as a Fixed - Income Portfolio Manager on the Financial Reserves Management Team, focusing on maximizing relative - value opportunities in the municipal bond portion of these portfolios. (hartfordfunds.com)