Posts Tagged ‘portfolio’

A How-To Guide for Rebalancing

A How-To Guide for Rebalancing

Don’t Let Your Portfolio Get Lopsided Have you checked on your portfolio lately? According to a recent survey, 1 in 4 investors said they hardly ever look at their portfolios. And when it comes to rebalancing — a proven strategy to help investors stay on track — only 40 percent (more…)

Can Your Portfolio Withstand a Long Retirement?

More and more Americans are living to be over 100. In fact, the number of centenarians in the United States is projected to grow from 72,000 to 600,000 by 2060.* With so many people predicted to live well past retirement age, should you expect to as well? It’s important to (more…)

4 Tips for Surviving Market Volatility

Stock market downturns happen. The good news is they are usually followed by a recovery — but that knowledge probably won’t help you sleep any better at night. Stock market ups and downs can be a bumpy ride for even the most seasoned and strong-stomached investors, but it’s possible to (more…)

A Closer Look at Market Capitalization

There are many ways to slice and dice your investment portfolio. You might look at the mix of asset classes (stocks, bonds, cash equivalents); investment styles (growth, value, blend); market sectors (energy, technology, health care, etc.); or market capitalization (small-cap, mid-cap, large-cap). Having a healthy balance of investments — no (more…)