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 ...

If you’ve ever heard the term “portfolio rebalancing”, you’ve probably wondered what it is and why—or if—it’s important. I would argue that it is important, and should be properly done. Portfolio ...

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 ...

Rebalancing your dividend portfolio is essential for long-term investment success. Doing so helps to maintain a consistently reduced risk level, thereby improving the likelihood of positive investment ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. It helps to have an understanding of what rebalancing actually is. You wouldn ...

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 ...

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 ...