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Every year, review the asset allocation for the money that is invested inside your plan. It can change over time, because three different investment options will all perform different. For example, if stocks have the right year might be see your stock fund represents 55% or 60% of your total investment value. Since we want to maintain our original asset allocation, you have to make then a change. back to 50%. 25%. 25%. This makes it necessary that you move money around to be successful so. In other words, you have to rebalance your portfolio, every year to keep things in line.

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