Balance is key in life, and when it comes to financing your second act, rebalancing is just as critical. There’s no shortage of reasons why investors rebalance their portfolios. Age, preservation of ...

President Donald Trump's reciprocal tariffs on imports from foreign countries have caused volatility in the stock market as traders consider how the tariffs will impact the economy. Many Americans ...

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 ...

Stock market crashes are an unwelcome, but not uncommon, occurrence that every 401(k) owner should prepare for at any time. Read Next: 7 Reasons You Should Consider a Financial Advisor — Even If ...

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

The main reason for rebalancing is to control risk, not necessarily to improve returns. Take a strategic approach to your asset allocation, and the main factors you would want to look at would be your ...

Jonathan Ponciano is a financial journalist with nearly a decade of experience covering markets, technology, and entrepreneurship. Vikki Velasquez is a researcher and writer who has managed, ...

Rebalancing your 401 (k) today won’t trigger a single penny in taxes anyway, because your money grows tax-deferred. Understand year-end tax advantages: If your plan allows in-service withdrawals or ...

I am rebalancing my 401k and ETF accounts based on some technical signals I am seeing in light of recent rallies. The potential for a strong dollar moment on international conflict, election results ...