As retirees plan for the upcoming year, taking care of a few key tasks is essential to avoid potential problems.

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 ...

The process of rebalancing simply involves restoring your portfolio to its intended asset allocation, enforcing the principle ...

Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

Your investment portfolio is probably riskier than you think. Complacency and a higher risk tolerance are to blame.

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 ...

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 ...

Investment advisors expect rate cuts and are shifting portfolios. Learn how inflation is influencing stock exposure and ...

For many advisory firms, portfolio rebalancing technology is one of the single most important pieces of technology that they have. While other software is certainly important – from a CRM for managing ...

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 ...

If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...