Rebalance

Modern portfolio theory (MPT) is built on asset allocation, diversification, and portfolio rebalancing without letting human emotion interfere.

In a post-pandemic economy, small cap stocks may be emerging as an early beneficiary. Should you add them to your portfolio? Here’s what investors should know.

Diversifying a portfolio goes beyond asset classes or sectors. Consider idiosyncratic and systematic risk when balancing your portfolio.

The January Effect is based on the belief that stocks tend to rise higher, on average, in January. Will we see it happen in the new year? Although past performance is never a guarantee of the future, consider watching the last trading week of the year for possible clues.

Tesla’s addition to the benchmark S&P 500, which will result in the largest-ever rebalancing of the index, has big implications for the broader market because of Tesla’s market cap.

Why do stock indices change their components and what happens when there's a change?

When bull turns to bear, should you change your asset allocation? It might depend on where you are in your investment journey. If you’re thinking about a strategy pivot, here are a few things to consider.

As the 2020 presidential election looms, investors might be concerned about volatility and potential policy shifts. Should you change your investment strategy? The answer may have more to do with your goals, objectives, and time horizon than your political views.

Temporarily protect your retirement against volatility risk. Here are some retirement- planning strategies.

Feeling financially conservative at retirement age? Your golden years need not be totally devoid of growth investments.

Plan a mid-year reassessment of your goals and expectations, to ensure your portfolio is still in alignment.

Some experts say it’s important to allocate a portion of your portfolio to cash. What’s the right amount for you?

Robo-advisors are growing in popularity throughout the investment sector of the financial industry.

Warren Buffett’s widely-anticipated annual letter to Berkshire Hathaway shareholders offers some sage advice.

Retirement planners: Now is the time to look at year-end strategies and adopt habits in the new year to get you a few steps closer to your goals.

Don’t panic and sell your long-term retirement investment. Instead, consider going shopping during a stock market down phase.

Understanding portfolio rebalancing is critical to reducing investor risk and meeting long-term goals.

Investors should consider four key questions for a year-end portfolio view, including portfolio rebalancing and retirement contributions.