Portfolio Management

Learn about diversification, asset allocation, rebalancing, risk, and other aspects of portfolio management.

Beyond the 4% Rule

How much can you spend without running out of money? The 4% rule is a popular rule of thumb, but you can do better. Here are guidelines for finding your personalized spending rate.

Investing Basics: The Power of Compounding

Compound interest can potentially help investments grow over time.

(Bonus) Does Your Portfolio Need Decluttering?

In the spirit of spring cleaning, Susan Hirshman returns for a bonus episode to share helpful methods for decluttering your portfolio.

Is Your Investment Portfolio Too Cluttered?

A little bit of streamlining can lighten the load when it comes to portfolio management.

Core Holdings: Passive, Active, or Direct Index?

Find out some of the pros and cons of each strategy.

Do Investing Pros Make Smart Buy and Sell Decisions?

Alex Imas, professor of behavioral science and economics at Chicago Booth, visits to discuss new research into the effects of heuristic thinking on institutional investors' performance.

3 Mistakes to Avoid When Making a Large Portfolio Withdrawal

How to manage a large portfolio withdrawal without throwing the rest of your finances out of whack.

How to Use Direct Indexing as a Tax Strategy

Direct indexing gives you access to the underlying stocks in your portfolio, allowing you to grab potential tax-loss harvesting opportunities.

How to Learn from Your Trading Losses

Doing a post-mortem on your trades can help you better understand where things went wrong.

Understanding Portfolio Margin

Qualified traders have access to portfolio margin, which can offer a way to increase a trader's available budget.