Rebalancing is a critical investment strategy employed by investors to ensure that their investment portfolio maintains its desired asset allocation over time. It involves adjusting the relative ...

Overview: Asset allocation matters more than choosing individual stocks over time.Balanced portfolios help handle market ups ...

My colleague Amy Arnott recently wrote an article in which she argued investors ought to consider rebalancing their portfolios. Her reasoning was sound―stocks have run up, other asset classes haven’t ...

ELM Market Navigator ETF aims to solve the main challenge that many "set it and forget it" investors face. The ETF seeks to blend the best of passive and active strategies, adjusting stock and bond ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Other assets like real estate, a pension or Social Security can also affect the appropriate asset allocation for you. If you don't mind the generic nature of the 100 Minus Your Age Rule, there are ...

Over the next few years, individual investors are expected to increase their allocation to private markets, in some cases potentially approaching levels seen by various types of institutional ...

Contrary to popular belief, Warren Buffett's investment success is largely due to his market-timing skills, not just buy-and-hold stock-picking. Buffett's market-timing philosophy is influenced by his ...