Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

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 ...

Portfolio rebalancing is the act of adjusting investment wights to make sure the portfolio remains consistent with an investor's financial goals and risk tolerance. Periodic rebalancing is recommended ...

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've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...

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 ...

Rebalancing is a critical investment strategy employed by investors to ensure that their investment portfolio maintains its desired asset allocation over time. It involves adjusting the relative ...

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 ...

Forbes contributors publish independent expert analyses and insights. I am passionate about pensions, recessions, IRAs and retirement. Review: Taking stock of where things stand. The first step in our ...

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 ...

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 ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...