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, ...

Asset allocation is the mix of stocks, bonds and other assets in a portfolio. Determining the “right” asset allocation depends on personal circumstances such as age, tolerance for risk, and how much ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

As you approach and ultimately enter retirement, you’ll need to reduce the risk of your investment portfolio gradually. But what exactly does that mean? And what steps should you take to make your ...

When considering risk management in your portfolio it is important to recognize that a diversification strategy will serve as the heartbeat of a well-constructed portfolio and long-term financial plan ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Relying on the backtest, SPMO generates alpha compared to the S&P 500 or other factor-based ETFs. The time-sensitive structure of SPMO mitigates the overcrowded risk, but hardly calms downturns, and ...

Here's how to rebalance your portfolio as you approach retirement: Discuss your retirement plans with your financial planner two to five years before retirement. How you rebalance will depend on when ...

Active management has taken exchange-traded funds by storm. Once an oxymoron, given passive ETFs’ dominance, active ETFs have brought in 27% of new money invested in ETFs so far this year, and their ...

As catastrophic wildfires, hurricanes, and floods roil the planet, investors are increasingly interested in portfolios to hedge the risks associated with climate change. A research team including ...

In recent years, exposure to private prisons has become a concern to values-based investors seeking to exclude such securities from their portfolios. Aside from making direct purchases of these ...

If you've ever opened your investment account and seen that your asset allocation differs from what you previously set, know this is normal. Over time, market movements naturally shift your asset mix, ...