Successful retirement planning starts with calculating a realistic target number based on anticipated expenses and lifestyle ...

Retirement is an exciting chapter in life, but it requires years of careful planning. Even seemingly small mistakes or ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

This post may contain links from our sponsors and affiliates, and Flywheel Publishing may receive compensation for actions taken through them. Hitting the right asset allocation (stocks versus bonds) ...

Automatic rebalancing eliminates the need to check and adjust your portfolio manually. While you should still monitor your ...

Your target-date fund might have the wrong mix for you, and new alternatives could be risky As stock and bond markets have whipsawed this year, you may be afraid to look at your 401(k) account balance ...

Talks about portfolio asset allocation are often reignited whenever stock market investors are facing uncertainty. When the Trump administration’s tariff policies sent many stock market indexes into ...