If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

Forbes contributors publish independent expert analyses and insights. True Tamplin is on a mission to bring financial literacy into schools. Panic selling is when you hastily liquidate your assets in ...

Portfolio diversification sounds like a chore—something that you know you should do but don’t have the time or the energy to take on. There’s always something more pressing to do. And your investment ...

Portfolio rebalancing isn’t about timing the market. It’s about making sure your money still matches your life, your risk comfort, and where the markets have quietly pushed you without asking.

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...