Have You Rebalanced Your Portfolio Recently?

When markets move higher, it is easy to stay focused on the gains and miss what is changing underneath. But a strong rally can quietly push a portfolio far from its intended balance, which means more risk than you may have planned for.

In this Meridian Market Minute, Nathan Gilbert explains what portfolio rebalancing means in plain terms: reviewing your current allocation, selling a portion of what has performed well, and reinvesting in areas that have not kept pace. It is one of several practical financial tasks worth reviewing, as Kira Topeka outlines in this week's Meridian blog.

If your target mix was 60% stocks and 40% bonds at the start of last year, that balance has likely shifted. A quick check can help you confirm whether your current allocation still lines up with your goals and your comfort with risk.