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 ...

After a year of double-digit stock market returns, it may be time to rebalance your portfolio, shifting back to target allocations. Before realigning assets, investors may consider their risk ...

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 ...

It's technical and fiddly, the financial version of auto maintenance and hitting the gym. It can be intimidating, especially because many retirement savers simply contribute over the years and leave ...

If investments have varying returns over time, a portfolio may bear little resemblance to its original allocation.

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 ...

Rebalancing your dividend portfolio is essential for long-term investment success. Doing so helps to maintain a consistently reduced risk level, thereby improving the likelihood of positive investment ...

We’ve previously written about why rebalancing a portfolio at least once a year, or whenever the stock/bond split drifts significantly away from target levels, can help moderate volatility and keep ...

Older investors have to weigh returns against risk management as they approach and enter retirement.

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, ...

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 ...

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 ...