The major stock indexes have posted gains of more than 60% since mid-October 2022. If you haven't rebalanced your investment portfolio lately, it's worth doing it now, financial advisors say. After ...

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 ...

Many of us grew up with a classic financial narrative: work hard, live below your means, invest in a diversified portfolio…and over time, you’ll build wealth. It’s a simple and familiar formula. But ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

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 ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

A financial portfolio is a collection of various investments like stocks, bonds, and others. Diversification is crucial; it involves mixing investment types to reduce risk. Regularly reviewing and ...

Nick Gallo has been a financial content marketer and journalist for over six years. He has deep expertise in credit-related topics, including credit reports and scores, loans and credit cards, and ...