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

The Wall Street Journal publishes an article looking at rebalancing's efficacy and tops execs at Tamarac and RedBlack offer thoughts

Author Brooke Southall November 9, 2011 at 4:45 AM
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Dan Skiles is adding RedBlack and Total Rebalance Expert to the SSG repertoire. Even small RIAs can benefit, he says.

Stephen Winks

Stephen Winks

November 9, 2011 — 9:14 PM

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.


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Mentioned in this article:

Top Executive: Nick Eatock

Envestnet | Tamarac
Portfolio Management System, CRM Software, Trading/Rebalancing
Top Executive: Stuart DePina

Shareholders Service Group
Asset Custodian
Top Executive: Peter Mangan

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