How to Build a Retirement Portfolio for a Different World
Russ Koesterich explains why most retirement portfolios should contain more equities, more international exposure and a greater diversity of bonds than many would expect.
Why Retirement Portfolio Design Should Be Flexible
There is one predominant reason why retirement portfolio design must be approached differently today than in previous years: There is an infant alive in this world, right now, who is expected to reach age 200.1 That’s the prediction from demographers researching life expectancy trends, according to Olivia Mitchell, a business economics and public policy…
Why Bond Funds Don’t Belong in Retirement Portfolios
Income annuities provide payments precisely matched to a client’s longevity while stocks provide opportunities for greater investment growth. The question remains whether clients should hold bond funds in their retirement income portfolio.
10 Dividend Growth Stocks for Your Retirement Portfolios Aggregate Yield 4.3%: Part 2
After an exhaustive search of the dividend growth stock universe I identified 20 dividend growth stocks that I felt were currently worthy of consideration for retirement portfolios based on valuation. In part 1 of this 2-part series found here I discussed the current level of the S&P 500, and offered some important principles about valuation. Additionally, I offered the first group of 10 of what I consider the highest quality members of the 20 screened research candidates I uncovered.
How to rebalance a retirement portfolio
Rebalancing retirement accounts to make sure they reflect your long-term financial plan should be done at least once a year. Here are several tips for completing the process, including consolidating accounts when appropriate and reviewing fund selections.
Why Stocks Belong in a Retirement Portfolio
It goes against the grain to suggest that a successful retirement portfolio might need more stocks, but some advisers think stocks can often deliver better inflation-adjusted returns than bonds.
How To Diversify Retirement Portfolios
Diversification is widely praised as an important part of portfolio construction. There is more than one type of diversification. Diversification across investm
How to Organize Your Retirement Portfolio
Rather than just relying on interest rates to fund your retirement spending, another good approach to managing your retirement portfolio is called bucketing.
How to BulletProof Your Retirement Portfolio
Does your roadmap to retirement consist of a 401(K)? That’s a great piece of your portfolio, but is it your only bet when it comes to your life savings? Th
What's inside the retirement portfolios of the pros?
We asked three experts to say what they hold in their own retirement accounts and what they expect for the future
Why Stocks Belong in Your Retirement Portfolio
It's unconventional to suggest that a successful retirement portfolio needs more stocks, but it could ensure you have enough money in your 80s or 90s.
How inflation can affect your retirement portfolio
Rising prices can reduce the purchasing power of money sharply over the years
Private Equity A Must For Retirement Portfolios, Panel Says
The SEC is moving to open up private equity to a broader range of investors, industry officials said.
How much of your retirement portfolio belongs in bonds?
Bonds aren’t sexy and the fear of rising interest rates makes investors wary but they’re an important portfolio component.
The best way to handle risk in your retirement portfolio
Simple asset allocation consistently manages risk and generates solid returns over the long term.
What to do with your retirement portfolio now?
Global stock markets are in turmoil. Buy more? Hold tight? Or sell? Financial advisors weigh in on what long-term investors should do.
How to market-time your retirement portfolio
Don’t bet your retirement on your ability to predict the future.
How to Really Diversify Your Retirement Portfolio
Adviser Kevin Shuller explains how to understand what diversification is, why it's important and how to use it to protect your retirement savings.
What to do With Your Retirement Portfolio in This Volatile Market
Most investors, and especially those on retirement's doorstep, are anxious about the market right now. Here are some solid strategies from the best advisers.
10 steps to rebuilding your retirement portfolio
10 steps that any investor can take to rebuild their retirement portfolios and regain their faith in the future.