Finding the Balance The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance. Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Contents When Markets React When markets shift, experienced investors stick to their strategy. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. 5 Smart Investing Principles Principles that can help create a portfolio designed to pursue investment goals.