Rebalancing is not about reacting to markets. It is about maintaining control when markets move without regard for your ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. As the year winds down, investors often review and rebalance their portfolios. Joining me to discuss what you should keep in mind if ...

The annual ritual of changing clients' portfolio allocations for the new year no longer suffices when technology enables instant rebalancing, according to planners and other experts. For example, the ...

Is portfolio rebalancing in 2025 a must-do for all investors? Despite a significant pullback earlier this year, US stocks, as measured by the Morningstar US Market Index, were up about 2% in 2025 ...

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 ...

It's technical and fiddly, the financial version of auto maintenance and hitting the gym. It can be intimidating, especially because many retirement savers simply contribute over the years and leave ...

Discover how crypto rebalancing software automates portfolio adjustments to maintain optimal asset allocation, reduce risks, ...

While analysts are currently very optimistic about the market, the combined risk of high valuations and the need to rebalance portfolios in the short term may pose an unanticipated threat. With the ...

Last week I compared two ways to manage an investment portfolio over time: Buy-and-hold and rebalancing. Examples from the Tech Bubble and the Financial Crisis were used. That’s because the bulk of ...

Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can significantly impact returns. About $20 trillion in pension funds and target ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...