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Although asset classes can tell you the general direction to move when your portfolio is out of balance, sector allocations help determine which type of security is the best to purchase.
There is an optimum allocation between stocks and bonds for a given withdrawal rate.
Rebalancing is the most helpful when it is most difficult. Rebalancing involves selling the investments that have appreciated and buying the assets that have recently gone down.
Rebalancing can both boost returns and lower volatility, but most investors do not understand how.
David John Marotta was recently interviewed on radio 1070 WINA's Schilling Show discussing success, and how to structure your life for greater chances of success.
How do you know if you can contribute to a Roth IRA? See this flowchart for answers.
The cost of commission-based advisors are so hidden that you may be paying more than you realize.
You’ve been named the executor of a relative’s will – now what?
Had Schwab done a better job at robo-advising, advisors and investors alike could have used the tool to automate what can be programmed, giving them more time to focus on what can't be automated.
We previously explained how SIPs builds a portfolio based on your risk tolerance, a useless measure. Now we review the two pros and nine cons of how Schwab monitors and rebalances portfolios.