Four things to consider when rebalancing your portfolio Imbalance in a portfolio typically occurs due to various shifts in the markets, industries or asset classes. If a portfolio has shifted away from its initial asset benchmark, it may be time to think about rebalancing. Overview When you first set up an investment, you (and your

More retirees are planning to head back to work. Will you be one of them? An increasing number of Americans say they plan to return to the workforce at least part time after taking their “official” retirement. Their top reasons for returning: boredom, more income and the urge to pursue new interests. Overview In late

Which category do your mutual funds fall into? Mutual funds have become a staple of U.S. portfolios, especially in employer-sponsored retirement plans. Each fund falls into a primary category, based on the fund’s objective and holdings. Overview If it seems like “everyone” owns a mutual fund in their portfolio, you may be on to something.

The banking industry wobbled in March following the closure of multiple banks. Fortunately, protections exist for investors and their assets if a brokerage firm or investment bank fails. Overview Silicon Valley. Signature. Credit Suisse. Deutsche Bank. In early March, several large financial institutions buckled under the combined weight of too many depositor withdrawals and varying

Social Security is a significant source of income for many retirees. Your financial professional can help you explore your options and make sure you’re getting the most retirement income possible. Overview For many Americans, Social Security is a primary source of income in retirement. But understanding how benefits work and when you should start your

Proactive tax planning isn’t limited to just “tax season” — it’s a year-round event. Your financial professional can help you deploy these three strategies to potentially optimize your income and lower how much you pay in taxes each year. Overview Credits and deductions. AGI. Capital gains. These words seem to be used more frequently recently