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 ...

Portfolio diversification sounds like a chore—something that you know you should do but don’t have the time or the energy to take on. There’s always something more pressing to do. And your investment ...

If you'd like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. Step 1: Gather your documentation ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

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, ...

The Nasdaq just completed its worst week since April. Investors have worried about the possible formation of a bubble in the artificial intelligence market. Still, tech companies report ongoing strong ...

Unfortunately, you can't time the market on required minimum distributions (RMDs). RMDs are calculated based on two factors: the value of your portfolio and your age, both as measured at the end of ...

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 ...

Forbes contributors publish independent expert analyses and insights. Empowering smarter money moves. Historically, one of the arguments for diversity equity inclusion was that diverse teams make ...