Click the three-dot button next to " Basic Portfolio, " then " Duplicate Portfolio " (not shown). This way, you can experiment with rebalancing but still maintain a copy of your actual portfolio so ...

Traditional strategies like the 4% rule assume a fixed withdrawal rate, but they don't always account for market conditions ...

Rebalancing is not about reacting to markets. It is about maintaining control when markets move without regard for your ...

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 ...

Retirees heading into 2026 are staring at a familiar but unsettling dilemma: markets have delivered strong gains in recent ...

Managing risk wisely and avoiding financial fads will ensure that your portfolio thrives ...

Please click here for an enlarged chart of SPDR Gold Trust (NYSE: GLD). Most portfolios are now heavily concentrated in the Mag 7 stocks. For this reason, to get ahead and get an edge, investors need ...

The equity risk premium recently approached zero, and bonds have quietly regained relevance. Within equities, small-cap ...

Chimera Investment baby bonds offer 9%+ yields, presenting an attractive alternative to pressured BDC baby bonds and preferred stocks. CIM's baby bonds are supported by strong coverage ratios, a ...