Question

How often should I rebalance my portfolio?

Answer

We generally advise that you review your allocation at least annually or whenever it drifts meaningfully from its target — often defined as a shift of five percentage points or more. Rebalancing a portfolio helps maintain your intended risk level and may be done on a calendar or threshold basis, ideally with attention to tax implications.

About Mercer Advisors

We exist so you don’t have to worry about money. For more than 40 years, we’ve taken the sophisticated, time-tested approach that many ultra-high net worth individuals use to help manage their financial lives and made it accessible to more families.

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