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 » Share | Have A Question About This Topic? Name Email Address Question Thank you! Oops! Related Content A Decision Not Made Is Still a Decision Investors who put off important investment decisions may face potential consequence to their future financial security. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Capital Gains Tax Estimator Use this calculator to estimate your capital gains tax.