Portfolio Maintenance

These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.

Where you keep your investments matters as much as what you invest in.

Why investors should be cautious of their AI stock exposure, and where you can diversify outside of the tech-heavy US equity market.

What you need to know about the advantages and risks of international stocks.

They both offer diversification, but gold’s stability in crises reaffirms its safe-haven status.

There is no one-size-fits-all approach. Here’s what to keep in mind.

Avoid paying for the high expectations for AI stocks with these ETFs.

If it’s been a while since you rebalanced your portfolio, it might be too heavy on growth-oriented US stocks.

Set yourself up for success as the year winds down.

Will currency diversification continue to pay off?

Examining the market value of all major assets globally is a good starting point for portfolio construction.

Plus, how patient investors can find opportunities in the financial-services sector.

An investor and policymaker emphasizes the importance of alternative strategies in an uncertain macro environment.

Clients can have confidence in investment plans they understand.

Identifying problems in real-world portfolios—and how to fix them.

When the economy slows, one asset class has consistently been safer than the rest.

Non-US stocks are outperforming this year, but there are both tactical and strategic reasons to buy international equities today.

These ETFs are a one-stop shop for global diversification.

Plus, the optimal fixed-income allocation in a high interest rate environment.

Simplicity is a major selling point, but this portfolio is not always a perfect fit.