In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the ...

If you’ve chosen a target asset allocation—the mix of stocks, bonds, and cash in your portfolio— you’re probably ahead of many investors. But unless you’re investing in a set-and-forget investment ...

Margaret Giles: Hi, I’m Margaret Giles from Morningstar. As the year winds down, investors often review and rebalance their portfolios. Joining me to discuss what you should keep in mind if ...

Emily DiNuzzo is a writer and former full-time journalist whose work has appeared in Reader's Digest, INSIDER, and Well + Good. She continues to pursue her passion for writing and personal finance, ...

An 80% equity portfolio can quietly become 85% or 90% equities after a strong rally. A rough year for stocks can tilt you further into fixed income than you intended. Performance swings, good or bad, ...

Rebalancing is a fundamental strategy for maintaining portfolio diversification, but it comes with a hidden cost that can significantly impact returns. About $20 trillion in pension funds and target ...

Withdrawing from bonds while stocks appreciate causes portfolios to drift toward higher equity exposure in retirement. A 75/25 portfolio loses $105K more than a 60/40 portfolio during a 30% stock ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...

In order to manage investments for their clients, financial advisors need a minimum of three things. First, they need a custodian that both serves as a broker-dealer to execute client trades as well ...