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

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 ...

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 ...

Rebalancing an investment portfolio is the process of making sure the proportion of asset types in your portfolio reflects your goals. It builds on two tenets of investing, diversification and ...

Susan Dziubinski of Morningstar Portfolio diversification might sound like a chore, but it’s worth the effort in 2026, given ...

In this podcast, Motley Fool personal finance expert Robert Brokamp, CFP, and Sean Gates, CFP, talk about portfolio rebalancing. To catch full episodes of all The Motley Fool's free podcasts, check ...

At times when certain asset classes, such as equities, appreciate quickly, investors face an important question—whether to maintain their asset allocation or trim exposure to capture capital ...

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

By Vera Anyagafu When companies refer to “quality of earnings,” they are not speaking simply about whether profits rose or ...

FILE - This Oct. 24, 2016 file photo shows dollar bills in New York. (AP Photo/Mark Lennihan, File) (Mark Lennihan, Copyright 2017 The Associated Press. All rights ...