When discussing my experience with my investment advisor with a friend, he asked me if the model was different from my current model - I said it was.
He then asked me how I would move assets from my old model to the new one. Especially into asset classes I am not currently invested.
It was a very good question.
Would you move everything all at once, or would you dollar cost average the transition?
As I have not reached this point with my advisor, I'm curious what others have read, heard and done. Please share.