It’s important to make sure your asset allocation aligns with your goals and risk tolerance.

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

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 ...

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 ...

If you’ve ever heard the term “portfolio rebalancing”, you’ve probably wondered what it is and why—or if—it’s important. I would argue that it is important, and should be properly done. Portfolio ...