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 ...

Finding a financial advisor doesn't have to be hard. SmartAsset's free tool matches you with up to three fiduciary financial advisors that serve your area in minutes. Each advisor has been vetted by ...

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

Is the 60/40 portfolio still a good bet? Find out what experts predict next for the portfolio and key ways to rebalance for smarter investing in 2025.

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 ...

The core-and-satellite strategy balances between stability and growth by combining passive funds with active methods for more informed investing.

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration's tariff policies sent many stock market indexes into ...

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 ...