At the Money: Using Volatility to Rebalance Portfolios


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Mar 27 2024 14 mins   400 2 0

The past few years have seen market swings wreak havoc with investor sentiment. But despite the volatility, markets have made new all-time highs. In this episode, Barry Ritholtz speaks to Liz Ann Sonders, Chief Investment Strategist and Managing Director at Schwab where she helps clients invest $8.5 Trillion in assets. Sonders observes that volatility is the norm, and investors should take advantage of swings to rebalance their portfolio. Or as she describes it, “add low, trim high.”

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