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If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented U.S. stocks.

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

Many of us grew up with a classic financial narrative: work hard, live below your means, invest in a diversified portfolio…and over time, you’ll build wealth. It’s a simple and familiar formula. But ...

Investment portfolio review of a million-dollar portfolio! How to invest $1,000,000 for retirement. Download the Portfolio Tracker Spreadsheet! [57% Community Discount] I’ll be reviewing a portfolio ...

What are your thoughts about diversifying into ex-US assets at this time? Benz: The “at this time” is a pivotal aspect of this question. If you are deciding to add to ex-US, you probably haven’t timed ...

Every spring, calculating eyes turn to full closets. Those same eyes should be turning to investment portfolios for an annual "spring clean." "I regularly clean out my closet, especially at the start ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

No one knows when gold's current price surge will end. It surpassed the $2,700 per ounce mark in October but then dropped slightly to begin November. Now in the $2,600 range, gold could break ...

One word defines the investing landscape in early 2025: uncertainty. From inflation and economic growth to geopolitics, the range of possible outcomes is broad. In uncertain times, diversification ...

As much as I dislike AI, it’s hard to disagree that it has its use cases. As a purely scientific tool, it’s a great way to sweep through troves of documents, research reports, news, and distill trends ...