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

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client ...

Add Yahoo as a preferred source to see more of our stories on Google. Investing isn't a one-and-done activity. Choosing stocks, bonds and funds in the right proportions is a delicate balancing act.

It is very difficult to make the case for lightening up on stocks when the market is going up. It has been said the market goes up like an escalator, but down like an elevator. If you bang the drum on ...

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 ...

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and ...

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 ...

Your portfolio should reflect your goals. Your portfolio should be organized and allocated in a very specific way. For example, if you are a new retiree, you may want to keep some of your assets in ...

Helping a client reach their financial goals while managing risk is the most fundamental part of an investment advisor’s job. While we can all agree that rebalancing is key to doing it well, there is ...