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 ...

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 ...

In the ever-changing world of investing, maintaining a balanced portfolio can feel like trying to hit a moving target. Yet, this balance is crucial for achieving long-term financial success. Even with ...

The art of successful investing lies not only in making astute initial choices but also in the finesse of portfolio maintenance. Portfolio rebalancing is an investment strategy that aims to adjust ...

Rebalancing helps reduce volatility in your portfolio. There's no need to complicate matters, as two strategies produce very similar results. The penalty for not rebalancing, though, is substantial.

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 ...