Balance risk and stability by diversifying across sectors, regions and asset types. Reassess and rebalance your portfolio regularly to stay aligned with your strategy. Your investment approach should ...

Inflation, the gradual increase in prices over time, can erode the value of your investments if you aren't prepared. As the cost of goods and services rises, the purchasing power of your money ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

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 ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

Despite market volatility and the market appearing to be expensive, staying invested is crucial, as cash rarely outperforms inflation. The article explains how to build a diversified, balanced, ...

Determining your personal withdrawal strategy is all about looking at historical data and what's worked for others in the ...

The common recommendation of holding 60% equities and 40% bonds has long been the go-to well-diversified portfolio. However, portfolios using that strategy have not performed well since the 2000s.

Whether you're a growth, value, income, or momentum-focused investor, building a successful investment portfolio takes skill, research, and a little bit of luck. But what's the best way to find the ...

— -- Q: Is there a way to find companies with low price-to-book and low P-E ratios? What are they? A: Consumers don't have any trouble looking for discounts or sales. Just open a newspaper or go ...

At 40, I left a CEO role at Comcast NBCUniversal to design a more purposeful career. Today, my thriving portfolio includes three board roles, fractional leadership as a COO, coaching at London ...