While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. With the ...

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 ...

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 ...

Portfolio shifts are a common occurrence for investors, especially active ones. Over time, assets shift out of balance from their original assigned portions and could take you out of your comfort zone ...

Once a year, on your portfolio anniversary - or on another predefined date such as 1st January or 1st April, it's vital to ...

Last week I compared two ways to manage an investment portfolio over time: Buy-and-hold and rebalancing. Examples from the Tech Bubble and the Financial Crisis were used. That’s because the bulk of ...

You carefully selected the perfect mix of stocks and bonds for your investment portfolio, only to find it's in disarray less than a year later. But a rebalance could fix that, aligning your portfolio ...