Personal Finance Advice and Commentary

Thursday, December 11, 2014 12:37 pm
By Sheyna Steiner ·

Rebalancing is an important part of a buy-and-hold investing strategy. A new study points out that though rebalancing is vital, it can be risky in the short run.

Wednesday, July 02, 2014 11:00 am
By Dr. Don Taylor ·

Investors have options when they think the stock market is overextended.

Monday, June 02, 2014 10:30 am
By Dr. Don Taylor ·

One expression I’ve always found odd in investing is “There is a lot of cash sitting on the sidelines” or some variant of that expression. Like investors are waiting on the bench for the coach to signal that it’s time to get in the market. Why I find it odd is that there are two

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