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 ...

During your working years, skipping a quarterly rebalance rarely mattered much as you believed time was on your side. If your portfolio drifted toward stocks during a bull market, you had decades to ...

An 80% equity portfolio can quietly become 85% or 90% equities after a strong rally. A rough year for stocks can tilt you further into fixed income than you intended. Performance swings, good or bad, ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

The S&P 500 stock index gained 23% in 2024. The tech-heavy Nasdaq grew about 29%. Lofty stock returns and muted bond growth may mean investors need to rebalance their allocations to bring them back to ...

Tuesday’s column discussed how Vanguard Growth Index and Vanguard Value Index, the company’s first “strategic-beta” funds—that is, funds that slice broad indexes into smaller and presumably superior ...

The conventional wisdom on portfolio rebalancing is clear: Do it on a regular schedule so your balance of asset classes doesn’t get out of whack. But the statistical evidence is equally clear: ...

It’s an open secret in this need-for-speed era on Wall Street: Investors, who adjust their stock-bond portfolios like clockwork on regular schedules, are at the mercy of front-running by fast-money ...