Personal Finance Advice and Commentary

Thursday, February 27, 2014 5:05 pm
By Sheyna Steiner ·

The index reached an all-time high, but is it overvalued? What should you do now?

Monday, December 02, 2013 6:05 am
By Dr. Don Taylor ·

How to decide whether to rebalance your investment portfolio at year end.

Thursday, November 21, 2013 9:17 am
By Jennie L. Phipps ·

Take a moderate approach to rebalancing your investments, advises Fidelity Investment strategist.

Friday, September 14, 2012 5:00 pm
By Barbara Whelehan ·

Several factors contribute to retirement planning success, including asset allocation, rebalancing and fund selection.

Friday, August 17, 2012 5:00 pm
By Barbara Whelehan ·

What’s the biggest determinant of retirement planning? It’s not asset allocation or rebalancing, according to a recent study.

Wednesday, November 23, 2011 1:35 pm
By Sheyna Steiner ·

The long holiday weekend may be a good time to do some financial housekeeping, and that might include rebalancing your investment portfolio if it’s in a tax-advantaged account such as a 401(k) or IRA. Rebalancing means resetting your investments to match your original asset allocation plan. For instance, imagine a hypothetical scenario in which someone