In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client ...

Add Yahoo as a preferred source to see more of our stories on Google. Investing isn't a one-and-done activity. Choosing stocks, bonds and funds in the right proportions is a delicate balancing act.

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and ...

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 ...

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 ...

Rebalancing plays a crucial role in portfolio management, both to ensure that the overall risk of a portfolio doesn’t drift higher (since risky investments can out-compound conservative ones in the ...

After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets back to match your original goals. As the markets fluctuate, your asset allocation ...

Any day now, you should receive your year-end brokerage and mutual fund statements, if you haven't already. With a fresh picture of your 2016 results and how your holdings are divided between stocks, ...

Breaking the broader goal of better financial management into small(ish), more manageable steps was the impetus behind my 2017 financial calendar. At the outset of each month, I'll take you through ...