Financial advisors tend to recommend that investors check their investment portfolio once a month or once a quarter. This ...

It's almost 2026, and soon you'll be receiving your year-end statements for all your investment accounts. You'll also hear a ...

Before you take off for the summer, it’s a good time to check in on your 60/40 portfolio. Besides regular rebalancing, it’s worthwhile to make sure the strategic asset allocation still fits with your ...

Investments are at the whims of the market, which can fluctuate every day. While you can’t base the performance of your portfolio on what it’s doing in any given month, Quevedo still likes to check it ...

Exchange-traded funds, or ETFs, have become one of the most popular investment products in recent decades. They can provide access to a diversified portfolio at low costs through a single investment ...

As 2026 dawns, mutual fund investors should strategically review their portfolios. Focus on aligning investments with financial goals and risk appetite, moving beyond just NAV. Evaluate fund ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

It is worth highlighting that the portfolio allocations and the amounts in $ are not rounded up, since I am aiming to reflect the exact current allocation of this dividend portfolio. The better the ...