It’s important to make sure your asset allocation aligns with your goals and risk tolerance.

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. As the year winds down, investors often review and rebalance their portfolios. Joining me to discuss what you should keep in mind if ...

The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...

It's technical and fiddly, the financial version of auto maintenance and hitting the gym. It can be intimidating, especially because many retirement savers simply contribute over the years and leave ...

Portfolio shifts are a common occurrence for investors, especially active ones. Over time, assets shift out of balance from their original assigned portions and could take you out of your comfort zone ...

For many of us, investing is how we save for retirement, college education and other life events. After setting our financial goals and building a diversified portfolio, we can watch our investments ...

Nothing breeds confidence like recent success, and there’s no shortage of confident investors these days. Two months ago on Jan.19, the S&P 500 hit an all-time high for the first time in two years. In ...

No matter your risk tolerance or investment style, the past two years have been a wild ride for both stock and bond markets. If you’ve been invested during this time the chances are your portfolio has ...

Last week I compared two ways to manage an investment portfolio over time: Buy-and-hold and rebalancing. Examples from the Tech Bubble and the Financial Crisis were used. That’s because the bulk of ...

Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can significantly impact returns. About $20 trillion in pension funds and target ...

SAN FRANCISCO--(BUSINESS WIRE)--Frec, the innovative investment platform known for redefining direct indexing, today announces the launch of its Portfolio Allocation feature. Unlike traditional ...