Financial Wellness @ Work

A Case for Rebalancing

Have you heard the term “paper loss?”  It’s a nice way of saying that you haven’t really lost money on your investment until you place a sell order.  Most investors become familiar with this phenomenon occasionally in their investing life.  But what about the seldom used term “paper gain?”  It’s very likely that you have never heard of that one (since I want to believe I coined it!).  It is the opposite of a loss situation.  You actually made money!  But guess what?  It’s only on paper until you sell. Read more

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