I recently had the pleasure to talk with Peter Lazaroff (@peterlazaroff), who is the co-CIO of Plancorp and BrightPlan. He also writes regularly on all things personal finance at his blog. Peter is also the author of a new book: Making Money Simple: The Complete Guide to Getting Your Financial House in Order and Keeping It That Way Forever. Last week I ran a two-part Q&A with Peter about the book. You can read part one and part two at your convenience.
I got Peter on
the phone Skype to talk about the hype surrounding portfolio rebalancing and some related topics including tax-loss harvesting.. He touched on the idea of portfolio rebalancing in part two of our Q&A but thought it was worth going into a little more depth on the topic. I hope you enjoy the discussion.
This is another episode in our series of “mini-pods” on The Compound Show.
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