If you’ve taken the time to decide on a target asset allocation—the mix of stocks, bonds, and cash in your portfolio—you’re probably ahead of many investors. But there’s a catch. Unless you’re ...

Rebalancing your portfolio is one of the most fundamental yet often overlooked disciplines in long-term investing. That's too bad. Because this vital maintenance task is among the easiest and least ...

If your personal portfolio is in a bear market (defined as a 20% decline from peak levels) right now, do know that you're not alone. And while the stock market (think the S&P 500 and Nasdaq 100) has ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

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, ...

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, ...

Reaching a $1,000,000 portfolio is a significant milestone that opens up a range of retirement income strategies. With the right approach, this level of wealth can provide a sustainable income stream ...