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The Motley Fool February 25, 2009 John Rosevear	Is Your Portfolio Stuck in 2006? In general, it is a good idea to rebalance your portfolio every couple of years to ensure that it's properly balancing risk and reward consistent with your long-term goals, but rebalancing may not be the right thing to do right now.
The Motley Fool December 22, 2008 Dan Caplinger	Do This Today; Boost Your Returns Tomorrow The one-step way to make sure your portfolio bounces back.
The Motley Fool August 11, 2009 Dan Caplinger	The Best Reason to Sell the Rally Now After just a few months, could it already be time to rebalance your portfolio again?
The Motley Fool September 14, 2006 Ryan Popple	When Should I Rebalance? Rebalancing a portfolio works best when it's linked to performance. Asset allocation can not only manage risk, it can also increase portfolio returns.
Financial Planning December 1, 2008 Gobind Daryanani	Balancing Acts How do you rebalance assets in these turbulent times? A new approach, called opportunistic rebalancing, squeezes more alpha out of rebalancing.
The Motley Fool April 17, 2009 Dan Caplinger	This Is the Only Way You'll Earn 10% Returns Great returns aren't automatic anymore. But you can still get them.
The Motley Fool October 12, 2010 Kevin Brosious	Rebalance and Win With one quick move, your portfolio could have already recovered from the Great Recession.
The Motley Fool November 17, 2009 Dan Caplinger	Do This and Avoid the Next Lost Decade One simple thing is all it would have taken. Even if major indexes can't rebalance, that doesn't mean that you shouldn't.
The Motley Fool December 23, 2009 Dan Caplinger	The Key to Investing Better in 2010 Don't be unhappy with your investment results. Better times may be ahead.
The Motley Fool February 23, 2007 Dan Caplinger	Don't Leave Your Investments on Autopilot An occasional look can reveal profitable adjustments to your portfolio.
Financial Advisor November 2010 James Picerno	Rethinking Rebalancing Is it a risk management tool or a source of alpha? Maybe it's both.
Financial Planning December 1, 2005 John Nersesian	Rebalancing Act One of a planner's most difficult tasks in getting clients to implement a financial plan is convincing them to rebalance their asset allocations. Before you can persuade clients to rebalance, you have to show them the benefits.
The Motley Fool November 25, 2008 Dan Caplinger	Did Asset Allocation Work? Some funds claimed to protect you from the downturn. Did they deliver?
The Motley Fool June 13, 2008 Julie Clarenbach	A Retirement Portfolio You Can Set and Forget Don't let lifecycle funds target your retirement without taking a very close look at them.
The Motley Fool August 30, 2010 Dan Caplinger	Don't Wait Another Day to Do This Your allocations have gotten out of whack. Do something about it.
Financial Planning April 1, 2008 Joel Bruckenstein	Revisiting Rebalancing Almost all financial planners agree that periodically rebalancing clients' portfolios should be standard operating procedure. But as yet, there is little if any consensus as to how rebalancing should be performed.
The Motley Fool April 27, 2009 Dan Caplinger	The Crazy Thing You Already Should Have Done The time you should be most interested in getting back into stocks is when it seems like only a crazy person would buy them.
The Motley Fool June 14, 2010 Selena Maranjian	Bogle Says: Own More Stocks! John Bogle, known as the father of index funds, recently pointed out an important allocation consideration that many of us overlook: Social Security. He says we should think of Social Security as we think of bonds in our portfolios.
The Motley Fool October 10, 2008	Is Now a Good Time to Rebalance a 401(k)? We ask a panel of Fool analysts.
The Motley Fool February 9, 2010 Dan Caplinger	Don't Let Your Investments Blindside You Do it yourself and know what you're getting. There are some things you're better off doing yourself and managing your retirement savings is one of them
Financial Planning June 1, 2011 Craig L. Israelsen	The Rebalancing Premium The principle behind a traditional 60/40 investment portfolio is balancing two asset classes - large-cap U.S. stocks and U.S. bonds.
The Motley Fool October 22, 2009 Selena Maranjian	Should You Have Been in Bonds? When stocks are hurting, bonds look really attractive. But that doesn't mean you should dump your whole stock portfolio and run to their fixed income embrace at the first sign of trouble.
Financial Advisor September 2005 Rick Adkins	What I Learned About Portfolio Rebalancing Why does conditional rebalancing work so well? Common sense: It allows the markets, not a calendar, to dictate when it is time to rebalance one's portfolio.
Financial Advisor September 2007 David Lawrence	Efficient Rebalancing Whether you embrace traditional strategic allocation techniques or actively trading in and out of asset classes within an allocation, there is still a lot of work to do in managing portfolios and optimizing returns for clients within their risk constraints.
The Motley Fool December 19, 2008 Dan Caplinger	Don't Repeat This 2008 Mistake Target funds got billed as the perfect way to save for retirement or other long-term goals. Yet judging from their performance this year, investors who relied on target funds to get their allocations right got a nasty surprise.
The Motley Fool July 13, 2009 Dayana Yochim	4 Ways to Spread Your Risk In order to get some quality Zs, you need a solid asset-allocation plan -- meaning a portfolio with a bunch of investments that don't always move in the same direction.
Entrepreneur July 2007 Scott Bernard Nelson	Play It Safe There's plenty of room in your portfolio for stocks - but to ride the wave of market volatility, diversify with bonds, too.
The Motley Fool February 3, 2011 Dan Caplinger	How Investors Beat the Great Recession A simple strategy brought many back to even. Many investors use asset allocation strategies to spread their risk across various types of investments.
The Motley Fool May 24, 2010 Amanda B. Kish	How Much Debt Is Too Much? Finances around the world might affect how you divide stocks and bonds in your retirement portfolio.
The Motley Fool January 22, 2009 Dan Caplinger	Will Seizing This Opportunity Sink You? Everybody wants to pick a sure winner. But in the stock market, there's no such thing. Even if you think the market's poised to skyrocket in the coming years, you still shouldn't bet your entire nest egg on it.
The Motley Fool March 24, 2005 Josie Raney	Do Targeted Funds Hit Your Mark? Look before you take the lifecycle leap. If you're a beginning investor, these funds can offer inexpensive, no-fuss, diversification -- provided you choose the one that best suits your investing timeline and tolerance for risk.
The Motley Fool September 19, 2006 Zoe Van Schyndel	Retirement Planning the Easy Way? As you plan for retirement, a target fund might be worth considering. Make sure that the fund you select matches your risk tolerance and your personal retirement goals.
The Motley Fool September 12, 2007 Rich Duprey	A 401(k) Balancing Act Traditional pension plans can show us how to build a plan we can rely on in our own 401(k)s. They regularly rebalance their assets, making sure that no particular asset class takes on too large a portion of the portfolio.
The Motley Fool September 22, 2008 Dan Caplinger	The Best Reason to Sell Now Even if your stocks have gotten beaten down in the panic of 2008, there is one good reason why you might consider selling some of your holdings right now.
Financial Advisor August 2008 Roy Diliberto	Some Taxes May Not Be Inevitable Reducing the tax disadvantages of investing in mutual funds.
The Motley Fool February 6, 2009 Dan Caplinger	The Investing Secret You Need to Know A winning mutual fund strategy boils down to asset allocation.
Financial Planning May 1, 2006 Joel Bruckenstein	Rebalancing Act A new software program that automatically performs sophisticated rebalancing -- and captures extra alpha -- is stimulating the market for similar offerings. Here's what's available.
The Motley Fool June 15, 2007 Amanda B. Kish	Foolish Weekly Fund Wrap-Up Bill Gross hears the bear's growl... 401(k) plans moving away from retail funds... Annual Russell rebalance...
Financial Advisor September 2010 Carty & Carty	Both Sides Of The Ledger Barra co-founder Andrew Rudd is helping advisors build portfolios that balance client resources against future claims.
Financial Advisor August 2005 Rick Adkins	What I Learned About Portfolio Rebalancing The problem with calendar rebalancing is that it can totally miss the time points where rebalancing can yield the greatest payoff. Markets simply don't know what month it is; they move randomly.
Financial Planning November 1, 2005 Marion Asnes	Advisers Speak Out Our new nationwide poll shows that for all financial advisors know about asset allocation, they're still having trouble making it work.
The Motley Fool December 22, 2008 Robert Brokamp	Jack Bogle on Warren Buffett and Beating the Market The father of index funds chimes in on picking individual stocks.
The Motley Fool December 30, 2011 Dan Newman	5 Investing Resolutions for the New Year As the New Year rolls around, I'm making resolutions to improve as an investor.
Financial Planning January 1, 2006 Marshall Eckblad	Bookshelf Rick Ferri's new book All About Asset Allocation shows investors how asset allocation and rebalancing into fixed asset classes can render consistent long-term results.
Financial Planning May 1, 2008 Mark Willoughby	Volatility Bites For those who had begun to underestimate the impact volatility can have on managing investment portfolios, the events of 2007 and early 2008 have been a sobering reminder.
Financial Planning March 1, 2005 O'Toole & Steiny	The Perfect Process A disciplined approach to managing client assets is at the heart of financial planning. How does yours stack up?
Investment Advisor September 2005 Kathleen M. McBride	But Are They a Good Deal? MFS asset allocation funds pass the three-year mark and get high ratings from S&P.
Financial Planning January 1, 2009 Donald Jay Korn	Outlook 2009 The long-term outlook is brighter than the current vista. Markets have always turned up after downturns and there's no reason to think this pattern will end.
The Motley Fool February 25, 2010 Amanda B. Kish	Vanguard's Bogle Backs Buffett Is buy-and-hold investing dead? Vanguard founder Jack Bogle thinks not.
The Motley Fool July 25, 2007 Amanda B. Kish	The Perfect Mutual Fund Allocation How you allocate among your funds is as important as which funds you choose.