Model investment portfolios have become a staple for many financial advisors. Their simplicity allows advisors to scale their practices while spending more time managing client relationships. While ...

Learn how to diversify your investment portfolio with different securities and asset classes to minimize risk and enhance ...

Every spring, calculating eyes turn to full closets. Those same eyes should be turning to investment portfolios for an annual "spring clean." "I regularly clean out my closet, especially at the start ...

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, ...

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your ...

However, it’s important to remember that there are all kinds of investment goals, and the market indexes are not always the best barometer of “how well” you may have performed. Here’s a look at how ...

A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently devised a passive investment portfolio ...

Building an investment portfolio is a personal experience: What suits one investor may be ill-fitting for another. Factors such as risk tolerance and time horizon influence how an investor constructs ...

Choosing the right asset allocation matters for achieving your investment goals. But it isn’t just set-it-and-forget-it. Rebalancing your portfolio from time to time is necessary to ensure that you ...

A hypothetical stock portfolio has taken hands-off investing to a whole new level. Jeffrey Ptak, a chartered financial analyst (CFA) for Morningstar, recently devised a passive investment portfolio ...