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 ...

There are a few ways to rebalance a portfolio, but a new study suggests that the best method is to not rebalance at all. Researchers found that while rebalancing does help align portfolios to client ...

If you were hoping for a one-size-fits all answer for the best time to rebalance a portfolio, I'm sorry to disappoint: Portfolio rebalancing is one of the most crucial yet debated aspects of ...

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 ...

Before rebalancing your investment portfolio, learn how taxes, capital gains, wash-sale rules and account type can impact ...

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 ...

A tedious old housekeeping procedure in investing is being transformed before our eyes. All it needs is a sexier name. The maneuver, a method of optimizing risk-adjusted returns, is known as portfolio ...

There’s no consensus on what defines “tactical” for asset allocation. Strictly speaking, it’s tempting to define anything other than a buy-and-hold strategy as tactical. The lines can blur, but ...

The Financial Conduct Authority (FCA) has just released its new five-year strategy, and it sets a bold, forward-thinking agenda for the UK’s financial sector. Rather than simply tightening rules or ...