Charles Epstein

Portfolio rebalancing sounds straightforward, but it is more complex than investors think. Learn common mistakes investors make when rebalancing their portfolios.

Bonds are an ideal asset class to diversify any equity portfolio. Learn how to invest in bonds for a fixed-income portfolio that behaves differently than equities in any market cycle.

Bonds can reduce risk levels and smooth the price volatility in any portfolio, but selecting the right mix is complicated. Whether you need the help of a qualified financial advisor or want to DIY your selection, it’s helpful to have your own understanding about these investments.

Advanced asset allocation uses different management strategies along a spectrum of active and passive management – but it also uses new asset classes that can boost returns.

If you have short-term financial goals, learning how to invest in CDs can help you maximize your return and potentially make more money than other options.

As a virtual financial-planning firm, Facet has made all client portfolios fully accessible online. The online site includes the client’s portfolio positions, assets, liabilities, goals, and progress toward reaching those goals.

Managing cash and cash equivalents are essential for individuals and businesses. Cash is an asset class that impacts portfolios and business balance sheets, but it is often overlooked as an income source by individuals and businesses.

Investors looking for quality, low-cost advice might also be pleased to find the breadth of investment options available at Vanguard. Two types of advisory services are offered – the Vanguard Personal Advisor and the Vanguard Digital Advisor. The key difference is the amount of human fine-tuning between the two.

Find out why CDs belong in your portfolio if you need to manage cash for the short term.

Asset allocation is the process of deciding which financial instruments (stocks, fixed income, cash, real estate) you should invest in, how much risk you should assume (conservative to very aggressive), and how much money you should invest in each asset class. It is the most powerful strategy to build a top-performing investment portfolio.