In taxable accounts, selling investments to rebalance can trigger capital gains taxes. Expat investors need to weigh the benefits of rebalancing against these potential costs. Techniques like tax-loss ...

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, ...

In life, balance is everything — whether it’s finding time between work and family or maintaining a healthy diet. The same goes for your investments. Keeping your financial portfolio balanced is a ...

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, ...

ETF rebalancing and reconstitution can often be insignificant to the overall fund composition. For instance, the quarterly S&P 500 (SPY) rebalancing will barely affect the top holdings, and the ...

Is rebalancing your investment portfolio in 2026 a must-do for all investors? “Rebalancing isn’t equally important in every market environment,” says Morningstar portfolio strategist Amy Arnott. “It’s ...

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 ...