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, ...

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 ...

For Americans living abroad, investing carries layers of complexity that go beyond ordinary market fluctuations. Currency fluctuations, your host-country requirements and limitations, and multiple ...

In this podcast, Motley Fool personal finance expert Robert Brokamp, CFP, and Sean Gates, CFP, talk about portfolio rebalancing. To catch full episodes of all The Motley Fool's free podcasts, check ...

Withdrawing from bonds while stocks appreciate causes portfolios to drift toward higher equity exposure in retirement. A 75/25 portfolio loses $105K more than a 60/40 portfolio during a 30% stock ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...

In order to manage investments for their clients, financial advisors need a minimum of three things. First, they need a custodian that both serves as a broker-dealer to execute client trades as well ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a lot of advice about reviewing and rebalancing your portfolio. In this ...