Trigger rebalancing: A trigger rebalancing strategy is when you rebalance your portfolio any time the allocations have drifted a certain amount from your desired allocation. For example, you may ...

Investing in mutual funds for retirement is never too late. And the Zacks Mutual Fund Rank can be an excellent tool for investors looking to invest in the best funds. The easiest, most reliable way to ...

And a transformed model portfolio from Vanguard, too.

Wealth managers weigh in on their bond strategies as Fed Chairman Powell appears to be holding on rate cuts this summer.

Spanish banking giant BBVA expands crypto offerings with Bitcoin and Ethereum services as 9% of Spaniards own crypto.

Rumors of the death of the 60-40 portfolio — that old standby allocation of 60% stocks and 40% fixed-income investments — are ...

One-time measures were used to plug a $21 million budget shortfall for fiscal year 2025-26 but similar moves can’t be used to ...

Mutual Fund: Aditya Birla Sun Life Balanced Advantage Fund offers dynamic equity-debt allocation, aiming for long-term growth with moderate risk, ideal for investors seeking stability amid market ...

“A balanced portfolio today goes beyond the traditional 60/40 stock-bond split.” Every retirement investor has different goals, so there’s no single answer that applies equally to everyone.

Asset allocation is meant to evolve throughout your lifetime, but ultimately, your portfolio’s makeup will depend on your personal preferences, investment style, and goals.

But the George Putnam Balanced Fund has produced consistent top-quartile returns in Morningstar’s moderate-allocation category during all of the measurable time periods for the past 15 years.