Stacks of Cash

Target Date Funds

Monterey Wealth Season 3 Episode 3

In the previous episode, Monterey Wealth discussed the advantages of rebalancing an investment portfolio when choosing a customized allocation. However, many participants are invested in target date funds within their retirement plans.  This can lead to many questions. 

  • What are target date funds?
  • How does my asset allocation change over time?
  • Do I need to rebalance the target date funds?

Monterey Wealth answers all of these questions and more.