Rebalancing client portfolios helps maintain their risk profile. This blog post offers some tips to rebalance in a tax-efficient manner.
Maria Bruno, CFP®, is a senior investment analyst in Vanguard Investment Strategy Group. She is part of the team that is responsible for establishing and overseeing the investment philosophy, methodology, and portfolio construction strategies used to support Vanguard’s advisory services, products, and strategies. Ms. Bruno’s areas of expertise include portfolio construction and financial planning, with specialization in retirement planning topics, retirement income solutions, and wealth management strategies. Before her current role, Ms. Bruno worked in Vanguard Personal Financial Planning and Vanguard Advice Services, creating personalized financial plans, managing a team of financial planners, and developing Vanguard's advice products and services. Ms. Bruno earned a B.S.B.A. from Villanova University.