Maintaining a balanced portfolio helps manage risk and reach your investing goals Barbara Friedberg is a veteran investment portfolio manager, fintech consultant, and expert investor. She is a ...

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 ...

In life, balance is everything — whether it’s finding time between work and family or maintaining a healthy diet. The same goes for your investments. Keeping your financial portfolio balanced is a ...

The stock market won't go up forever. If your retirement savings are mostly in stocks, it could be time to rebalance.

Financial advisors and RIAs are entering a more demanding phase of investment technology in 2026. Basic portfolio reporting ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Understand what portfolio diversification is and why it's a crucial investment strategy. Learn how diversification can help ...

AI can offer advantages in data processing speed and scale, but it also comes with risks, including data quality issues, ...

Small-cap fund managers appear to be increasing exposure to finance and healthcare-linked businesses as they rebalance ...

Parag Parikh Flexi Cap Fund and Quant Small Cap Fund made notable adjustments to their portfolios in September, signalling evolving investment strategies among Indian mutual funds. Parag Parikh Flexi ...

The May 2026 rebalance increases WisdomTree Quantum Computing Fund’s direct pure-player signal. Read more here.