I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?
Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. How ...
The optimism surrounding U.S. equity markets is understandable, yet no trend lasts forever. Diversification remains the only ...
A study by Wilshire Indexes found that while higher allocations brought greater risk-adjusted returns, they also ...
At the time, Bitcoin felt extremely risky for investors' portfolios. But even a little bit of exposure ended up generating a powerful return. Here are the details.
Discover how one financial writer achieved retirement success by designing a high-yield income portfolio, outperforming ...
Retirement planning takes many years, and your goals will change as you get older. Younger investors typically focus on ...
Rebalancing a portfolio helps investors maintain their target asset allocation, manage risk, and enhance long-term returns.
Rebalancing clients' asset allocation makes sense in the long term, but it might take some convincing in the short term.
Global equities collectively rose in local-currency terms in Q4 2024, but US dollar’s strength against most currencies ...
The Harvard Management Company pared down the direct holdings in its public equity portfolio to fewer public stocks than ...