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The Pension Source
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Distributions Processor - Qualified Retirement Plans Anchor 3(16) Fiduciary Solutions, LLC
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DWC ERISA Consultants LLC
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Nova 401(k) Associates
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BPAS
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EPIC RPS
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BPAS
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Merkley Retirement Consultants
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Compensation Strategies Group, Ltd.
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Defined Benefit Specialist II or III Nova 401(k) Associates
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Retirement Combo Plan Administrator Heritage Pension Advisors, Inc.
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July Business Services
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The Value of Rebalancing
Forbes; subscription may be required 
June 22, 2012
"Implemented over extended time periods, systematic rebalancing tends to improve a portfolio's risk-adjusted returns quite substantially. For example, we looked at two portfolios comprised of 60% stocks, 30% bonds and 10% commodities from January 1, 1992 to May 31, 2012.* We rebalanced the first portfolio quarterly and never rebalanced the second one. Result: the rebalanced one returned 7.66% annualized, compared to 7.19% for the second one. Due to the power of compounding, a $100,000 investment in the rebalanced portfolio grew to $451,000, compared to only $413,000 in the case of no rebalancing, a 12% greater profit."
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