Summary

• A spike in volatility is a reminder to revisit your investment plan - does it still match your goals?
• Rely on process - asset allocation, rebalancing, and tax-loss harvesting.
• Look for opportunities to swap into lower-cost ETFs when harvesting losses.

By James Picerno

Bond yields are rising again, and some pundits say that the spillover could start to pressure stocks.

In moments like these, it’s easy to feel the temptation to retreat into cash, overhaul your portfolio, or chase whatever

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