Older investors have to weigh returns against risk management as they approach and enter retirement.

Add Yahoo as a preferred source to see more of our stories on Google. Investing isn't a one-and-done activity. Choosing stocks, bonds and funds in the right proportions is a delicate balancing act.

It’s important to make sure your asset allocation aligns with your goals and risk tolerance.

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client ...

Rebalancing plays a crucial role in portfolio management, both to ensure that the overall risk of a portfolio doesn’t drift higher (since risky investments can out-compound conservative ones in the ...

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 ...

After a volatile year for the stock and bond markets, it may be time to rebalance your portfolio by shifting assets back to match your original goals. As the markets fluctuate, your asset allocation ...

For many of us, investing is how we save for retirement, college education and other life events. After setting our financial goals and building a diversified portfolio, we can watch our investments ...

Helping a client reach their financial goals while managing risk is the most fundamental part of an investment advisor’s job. While we can all agree that rebalancing is key to doing it well, there is ...