Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. If you don’t want to outlive your money in retirement, then ...

With the stock market soaring to new all-time highs on what seems like a daily basis, managing your portfolio's risk might not be the first thing on your mind. If you wait for a downturn, though, it's ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...

When you use Excel for project management, you need to manage deadlines and dependencies to avoid any delay. With a few ...

Q. I work with large spreadsheets. These spreadsheets have hundreds or even thousands of rows and often 10 or more columns. It’s so much to process that I become confused and make mistakes. Does Excel ...

Forbes contributors publish independent expert analyses and insights. I write about incisive investing advice. Many investors believe they’re playing it safe by holding a variety of U.S. stocks and ...

Susan Dziubinski: Hi, I’m Susan Dziubinski with Morningstar. Many investors make portfolio adjustments, including rebalancing, as the year winds down. Joining me to discuss how to rebalance as we head ...

Exchange-traded funds (ETFs) have emerged as an efficient and cost-effective way to build a diversified portfolio. This is why many investors turn to this investment vehicle to reduce their risks.

Employers added just 22,000 jobs, far below consensus expectations, signaling that hiring momentum has slowed. A softer labor market reduces upward pressure on wages, that, in turn, eases one of the ...