Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
This equity-heavy portfolio also includes a small dose of high-quality bonds.
For a pre-retiree, our portfolio includes a larger--and better diversified--stake in bonds.
We employ actively managed mutual funds and a stock-heavy portfolio mix.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Here are some initial steps to take toward improving your financial well-being in 2021.
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
The NewRetirement founder discusses how retirement planning can be simplified, the role of automation, and the challenges facing new retirees.
Cash was certainly a drag, but all of the portfolios notched respectable gains in a strong year for stocks and bonds.
This ETF-oriented portfolio is ideal for retirees with long time horizons.
This portfolio is geared toward retirees with roughly 20-year time horizons.
This ETF-oriented portfolio is ideal for retirees with shorter time horizons.
What to do now and down the road.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Schwab's chief investment strategist discusses the impact of the pandemic in 2020 and what the new year will bring for the market and the economy.
Keeping an eye on RMDs, withdrawal rates, and more.
As the new year dawns, here's your plan to get financially fit, one job at a time.
What are the rewards and risks of using this technology?
From coronavirus to ESG, these are some of the most memorable moments from our podcast in 2020.
From financial-life planning to the latest retirement research, these are some of the most memorable moments from our podcast in 2020.
What are the pros and cons to now or later?
When should this be done?
How to plan for things you can't plan.
Contractors and other self-employed workers need a bigger safety net, less idiosyncratic risk, than other workers.
And what can investors do to prepare?
IRA conversions and tax-gain harvesting may be worth considering.
The financial expert and author discusses how the pandemic can improve financial habits, what works in financial education, and the link between financial stress and well-being.
Including who can use qualified charitable distributions.
It may be tempting to undertake a dramatic makeover, but an incremental, forward-looking approach is best for taxable accounts.
Ed Slott discusses some of the tax implications that are unique to this year.
Inquire about areas of expertise, compensation arrangements, and credentials before signing on for financial help.
What's different in 2020?
Who receives care, who provides it, the economic cost, and the devastating effects of COVID-19.
The Harding Loevner co-CIO discusses owning a soccer team, behavioral finance, and the people and processes that make up the firm.
This type of charitable contribution carries a high impact.
How to approach donations in this peculiar year.
These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.
The CEO of Sustainalytics discusses the evolution of the ESG movement, the regulations and rule-making behind it, and the future of sustainable investing.
What does 2020 have in store for year-end?
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
The PitchBook vice president of market analysis discusses private equity investing, private market interest and performance, and the impacts of the pandemic on the industry.
The author of the best-selling book, "I Will Teach You to Be Rich," on how homeownership fits into a financial plan.
Don't eat that first potato chip.
Should you hold, sell, or split the difference?
The author and financial expert discusses factor investing, fixed income and retirement planning, as well as trends in ESG investing.
How to approach open enrollment season with this in mind.
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
This retiree loves following the market and investing in stocks, but would a simpler portfolio make more sense?
An equity-heavy portfolio and an index-centric approach have served this couple well so far, but is it time to take some risk off the table?
This stock-heavy portfolio is appropriate for retirees with long time horizons and ample risk tolerance.