It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

Click the three-dot button next to " Basic Portfolio, " then " Duplicate Portfolio " (not shown). This way, you can ...

Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

Whether we are talking about dollar cost averaging, index investing or automating our finances…it’s often the simplest ideas that have the largest impact on building wealth. Portfolio rebalancing is ...

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 ...

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 ...

Review allocations, revisit risk appetite, rotate to quality, use debt strategically, strengthen global diversification, and ...

Sometimes, seemingly small actions can shape big outcomes. Take, for example, a nondescript key that could have prevented the Titanic’s tragic end. Leading up to the ship’s ill-fated maiden voyage, ...

There are countless ways to engage in opportunistic portfolio rebalancing analytics, but a good way to start is by profiling performance. For US equities, the case for tamping down expectations looks ...

Your portfolio might be due for an end-of-the-year cleanup. Why it matters: The Morningstar US Market Index is up about 15% through mid-November 2025, and overall performance has been strong for years ...

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 ...