If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...

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 ...

Rebalancing your portfolio is one of the most fundamental yet often overlooked disciplines in long-term investing. That's too bad. Because this vital maintenance task is among the easiest and least ...

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 ...

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 ...