Older investors have to weigh returns against risk management as they approach and enter retirement.

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 ...

Is portfolio rebalancing in 2025 a must-do for all investors? Despite a significant pullback earlier this year, US stocks, as measured by the Morningstar US Market Index, were up about 2% in 2025 ...

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 ...

The federal Thrift Savings Plan continued to evolve throughout 2025. Assets for the world’s largest retirement plan crossed $1 trillion midyear, and TSP now serves more than 7.2 million accounts. The ...

It’s an open secret in this need-for-speed era on Wall Street: Investors, who adjust their stock-bond portfolios like clockwork on regular schedules, are at the mercy of front-running by fast-money ...