Rebalancing a portfolio involves adjusting the asset mix to maintain a desired allocation, which can help align investments with specific financial goals. The benefits of rebalancing a portfolio ...

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. A portfolio that was 60% stocks and 40% bonds 10 years ago would be 80% stocks and 20% bonds today. Joining me to discuss how to know if ...