Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— you’re probably ahead of many investors. But unless you’re investing in a set-and-forget investment ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

If you were hoping for a one-size-fits all answer for the best time to rebalance a portfolio, I'm sorry to disappoint: Portfolio rebalancing is one of the most crucial yet debated aspects of ...

Rebalancing portfolio has been around for a long time. Rebalancing methods all seek to restore your original risk. None of them deal with improving your returns. The idea of rebalancing your portfolio ...

With both stocks and bonds declining in tandem during the first half of the year, 2022 has been an unusually difficult market environment. However, investors who followed a disciplined rebalancing ...

Rebalancing your portfolio annually or every few years is good practice, but doesn't significantly impact risk-adjusted returns compared to buy-and-hold strategies. The optimal asset allocation should ...

Whether we are talking about dollar cost averaging, index investing or automating our finances…it’s often the simplest ideas that have the largest impact on building wealth. Portfolio rebalancing is ...

I talked last week with Elizabeth O’Brien of Barron’s about portfolio rebalancing. Her article discussed timing. Given the stock market’s recent strength, especially among the leading technology ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...