Edward Jones financial advisor Lee Colvin | Why Rebalancing Your Portfolio Matters - and How to Do It

Sep 30, 2025 at 11:02 am by Producer



Host Bryan Barrett sits down with Edward Jones financial advisor Lee Colvin to talk about why rebalancing your portfolio matters — and how to do it effectively. They discuss the importance of keeping your investments aligned with your goals, the benefits of making small adjustments over time, and how rebalancing can help reduce risk while keeping your strategy on track. Whether you’re saving for retirement, planning for major life events, or simply trying to build wealth, this conversation offers practical insights to help you make smart investment decisions.

Tags: bonds Bryan Barrett capital gains cash investments Edward Jones financial advisor tips financial planning income stability investment mix investment strategy Lee Colvin long-term investing personal finance portfolio rebalancing retirement planning risk management Rutherford Issues smart investing stock market tax planning wealth management
Sections: Rutherford Issues Podcast