From d533f8a380ed678c64e58644fdc62178003edfc9 Mon Sep 17 00:00:00 2001 From: linetteajf5675 Date: Fri, 5 Dec 2025 17:58:09 +0000 Subject: [PATCH] Update 'Rebalancing 101 for Houston Investors' --- Rebalancing-101-for-Houston-Investors.md | 2 ++ 1 file changed, 2 insertions(+) create mode 100644 Rebalancing-101-for-Houston-Investors.md diff --git a/Rebalancing-101-for-Houston-Investors.md b/Rebalancing-101-for-Houston-Investors.md new file mode 100644 index 0000000..4782682 --- /dev/null +++ b/Rebalancing-101-for-Houston-Investors.md @@ -0,0 +1,2 @@ +
Start with goals, time horizons, and [cash flow](https://topofblogs.com/?s=cash%20flow). Translate each goal into a target amount and date, then map investment risk and liquidity accordingly. Use diversified building blocks and keep costs visible. Create an investment policy with rebalancing rules and [financial advisor near me](http://intechrnd.iptime.org:3000/charlenestoll7) guardrails for savings and withdrawals. Coordinate taxes, accounts, and estate documents so the plan operates smoothly. Review annually to adjust contributions, allocations, and contingencies. Discipline and clarity are the edge. +
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