Principles of Preserving Wealth The slideshow presentation that you would like to view is too large for your current screen resolution. Click here to view to view the slideshow at full resolution. Launch Presentation » Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content Questions to Ask About Medicare Take the guesswork out of your IEP or SEP with this helpful article. The Junk Drawer Approach to Investing It's easy to let investments accumulate like old receipts in a junk drawer. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.