A good year for stocks—and big gains in tech—may be making your portfolio too risky. How to get it in shape for 2026.

Building a portfolio that pays you every month is something that millions of investors are striving for at this point. Yes, ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Discover how to navigate potential lost decades in investing. Learn portfolio strategies for managing high market valuations.

Portfolio rebalancing is the process of realigning the weightings of the assets in your investment portfolio to match your desired asset allocation. This typically involves selling overperforming ...

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 ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

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, ...

If it's been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.