Fact checked by Vikki Velasquez Key Takeaways A resilient portfolio spreads risk across assets, sectors, and regions to limit damage when markets stumble.Your past reactions to downturns and your plan ...

Daniel Liberto is a journalist with over 10 years of experience working with publications such as the Financial Times, The Independent, and Investors Chronicle. Katie Reilly is a former Editor of ...

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 ...

Portfolio rebalancing isn’t about timing the market. It’s about making sure your money still matches your life, your risk comfort, and where the markets have quietly pushed you without asking.

Susan Dziubinski: I’m Susan Dziubinski with Morningstar. Custom model portfolios are gaining traction with financial advisors, and as a result, you may soon hear about them from your financial advisor ...

If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over a series of sessions, not all at once. This could be your current ...