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How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy artwork
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How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy

Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®

Jun 11, 202619:22Business

Get your customized planning started by scheduling a no-cost discovery call: Many investors have highly appreciated stocks and ETFs they would like to diversify, simplify, or replace, but selling those investments can cr...

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How to Rebalance a Highly Appreciated Portfolio Without Selling: The 351 Exchange Strategy is an episode from Retire Smarter by Kevin Kroskey, CFP® & Tyler Emrick, CFA® CFP®. Get your customized planning started by scheduling a no-cost disc...

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Published Jun 11, 2026, 19:22 long, audio available.

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