Diversification has been touted by financial pros as a means of spreading out your risk. But can you be overdiversified? Here’s what you should know about overdiversification and rebalancing.
Temporarily protect your retirement against volatility risk. Here are some retirement- planning strategies.
Compound interest can potentially drive investment returns over a long time period, but there are a few things to consider, such as time, reinvestment and the importance of risk management.
Feeling financially conservative at retirement age? Your golden years need not be totally devoid of growth investments.
Harness the power of a managed portfolio to help pursue your financial goals.
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.
How might rising interest rates impact long-term investing decisions? Discuss the impact of a rate hike on long-term savings: fixed income, long-term care.
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.
Modern portfolio theory (MPT) is built on asset allocation, diversification, and rebalancing your portfolio without letting human emotion interfere.
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.
Quick Links
Trade
Invest
Service
Content intended for educational/informational purposes only. Not investment advice, or a recommendation of any security, strategy, or account type.
Be sure to understand all risks involved with each strategy, including commission costs, before attempting to place any trade. Clients must consider all relevant risk factors, including their own personal financial situations, before trading.
Market volatility, volume, and system availability may delay account access and trade executions.
Past performance of a security or strategy does not guarantee future results or success.
Options are not suitable for all investors as the special risks inherent to options trading may expose investors to potentially rapid and substantial losses. Options trading subject to TD Ameritrade review and approval. Please read Characteristics and Risks of Standardized Options before investing in options.
Supporting documentation for any claims, comparisons, statistics, or other technical data will be supplied upon request.
This is not an offer or solicitation in any jurisdiction where we are not authorized to do business or where such offer or solicitation would be contrary to the local laws and regulations of that jurisdiction, including, but not limited to persons residing in Australia, Canada, Hong Kong, Japan, Saudi Arabia, Singapore, UK, and the countries of the European Union.
TD Ameritrade, Inc., member FINRA/SIPC, and a subsidiary of TD Ameritrade Holding Corporation. TD Ameritrade Holding Corporation is a wholly owned subsidiary of the Charles Schwab Corporation. TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company, Inc. and The Toronto-Dominion Bank. © 2020 Charles Schwab & Co., Inc. Member SIPC.