The Cycle of Investing Understanding the cycle of investing may help you avoid easy pitfalls. Related Content Fallen Tree Damage—Who Pays? Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut. Rebalancing Your Portfolio Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical. Directors and Officers Liability Insurance Not only can D&O insurance provide financial protection, but it can help improve an organization’s decision-making.