Laurie Sepulveda is a MarketWatch Guides team senior writer who specializes in writing about personal loans, home equity loans, mortgages and banking. She lives in North Carolina and has taught and ...

Is the 60/40 portfolio still a good bet? Find out what experts predict next for the portfolio and key ways to rebalance for ...

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your ...

A basic three-fund portfolio includes a US equity index fund, an international-equity index fund, and a total bond market index fund. It can be an exchange-traded fund portfolio or a traditional index ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio.

Ivanna Hampton: Welcome to Investing Insights. I’m your host, Ivanna Hampton. Investing Insights is helping investors navigate market volatility in a new series. Morningstar strategists and authors ...

A sector breakdown is the mix of sectors within a fund or portfolio, typically expressed as a portfolio percentage.

Portfolio management software is an essential tool for RIAs who want to manage and monitor client assets efficiently. Think of it as your firm’s command center where you keep track of client ...

Angelica Leicht is the senior editor for the Managing Your Money section for CBSNews.com, where she writes and edits articles on a range of personal finance topics. Angelica previously held editing ...