Public equities performed strongly in 2024, driven primarily by U.S. large-cap growth assets. That created some imbalances in portfolios, which requires thoughtful rebalancing, said Jared Gross, ...

It’s considered prudent to rebalance when the markets rise or fall. But that’s what people usually say when markets are calm. Now, when the bear is growling, questions arise. New and experienced ...

Balance is key in life, and when it comes to financing your second act, rebalancing is just as critical. There’s no shortage of reasons why investors rebalance their portfolios. Age, preservation of ...

If your portfolio includes an index fund, you may need to review and adjust your holdings. Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader.

We’ve previously written about why rebalancing a portfolio at least once a year, or whenever the stock/bond split drifts significantly away from target levels, can help moderate volatility and keep ...

Balancing a portfolio aligns it with your risk tolerance and investment goals. Rebalancing maintains your set risk level by adjusting asset allocations as needed. Portfolio rebalancing ensures buying ...

As many advisers know, portfolio rebalancing and optimization has many benefits for their clients. Investors’ portfolios can stay on track, reallocated due to changes in goals or risk tolerance, and ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. As investors review their year-end statements, they may be thinking, "Do I really need to rebalance?" Joining me today to answer that ...

For advisors who want their portfolios to maintain stable risk-return profiles when the weight of assets stray from their chosen allocations, rebalancing is key. But it’s not so simple—how often ...

When your desired asset allocation gets out of whack, here's what to do about it Cierra Murry is an expert in banking, credit cards, investing, loans, mortgages, and real estate. She is a banking ...