Written Rules Can Help 401(k) Investors Stay Disciplined

Disclosure:
This content is for educational purposes only and is not individualized investment, tax, or legal advice. Rebalancing and asset allocation can help manage risk but do not ensure a profit or protect against loss. Before making changes to your 401(k), consider your goals, time horizon, risk tolerance, plan options, fees, and personal financial situation. Consult your financial professional or plan advisor before making investment decisions.

Source URLs:

• SEC Investor.gov: Rebalancing overview and examples: https://www.investor.gov/additional-resources/spotlight/formerdirectorlorischock-directors-take/it-time-rebalance-your-investment-portfolio

• SEC: Asset allocation, diversification, and rebalancing basics: https://www.sec.gov/about/reports-publications/investorpubsassetallocationhtm

• FINRA: Asset allocation, diversification, and rebalancing: https://www.finra.org/investors/investing/investing-basics/asset-allocation-diversification

• FINRA: Risk tolerance education: https://www.finra.org/investors/insights/know-your-risk-tolerance

• U.S. Department of Labor: 401(k) investing and diversification resources: https://www.dol.gov/agencies/ebsa/laws-and-regulations/laws/pension-protection-act/investing-and-diversification

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