Get Your 'Rebalancing Act' Together

Maybe I miss the clean notebooks and sharpened pencils of a new school year, but I've always thought of the beginning of autumn as a good time to peek inside my portfolio and get things in order. Has my asset allocation shifted significantly over the last six months? Do I need to make some changes?

Granted, this rebalancing chore, which financial planners insist we must do every six months, is not exactly a task to relish, even in the best of bull markets when you've got a lot of double-digit plus signs to peruse. ...