By allocating investment across assets with varying risk and returns, the effect of market volatility is reduced over long ...

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 ...

Now in 2025, we think that markets could be hitting an inflection point. And while we think it still is early to say that the market is going to be rotating from growth to value or from large cap to ...

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 ...

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 ...

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 ...