Volatile markets spark interest in rebalancing software - along with questions about how much is necessary

If you follow what is going on in Asia, where precious metals holdings have always been deemed more secure that fiat currency and paper securities, the devaluation of global currencies places increased emphasis on the enduring value of gold which performs well in inflation and deflation.

Rebalancing in a tax and cost efficient manner is a serious fiduciary duty only eclipsed by the fundamental investment decision itself.

Important investors in Asia and the middle east are amused about the high value we in the US place on currency, stock and bonds, particularily in such perilous times where federal treasury securities are being written down by 50% and/or outright default. Are these investors too pessimistic? Not if they are holding any of these federally backed notes. The question is are we being too optimistic here in the US?

By focusing on rebalancing, we might be whistling past the grave yard.

SCW