It’s always smart to take stock of your portfolio in December, but this year it’s especially key. The investment landscape may be shifting, and retirees can’t afford to coast into 2026 on autopilot.

Forbes contributors publish independent expert analyses and insights. Chelsea writes about marketing, freelance life, and entrepreneurship. An online portfolio is crucial for freelancers looking to ...

Beverly is a writer, editor, and paralegal specializing in personal finance and tax law. She covers personal financial and legal topics, as well as tax breaks, tax preparation software, and tax law ...

Wealthtech platform Orion has introduced Tailored Allocation Portfolios, which combine the company’s direct indexing services with third-party model portfolios. The models, featuring ETFs and mutual ...

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So-called lazy portfolios can help you maintain a diversified investment mix with just a handful of funds. Here's a look at a few popular ones. Many, or all, of the products featured on this page are ...

Learn about Schwab’s robo advisor offering—including its automated portfolios and zero advisory fees—to determine if it fits into your financial strategy Written By Written by Staff Money Writer, WSJ ...

For decades, advisors have marketed themselves as portfolio managers, tailoring asset allocation to each client’s unique goals, risk tolerance and life stage. But a silent revolution is underway: ...

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After trailing U.S. stock markets since the global financial crisis of 2008-09, overseas stocks have recently begun to outperform. The question for investors: How much of their portfolio should be ...