Retirement is supposed to be the season of life where you finally get to exhale. After years of working, saving, and investing, your nest egg is ready to support you. But if you’ve ever watched the stock market plunge just as you were about to step into retirement, you know that “exhale” can quickly turn […]
Read MoreA pie chart shows an investor’s asset allocation. Dalbar, a financial market research firm, has its own strategy called Prudent Asset Allocation. How much cash do you have in your portfolio? While conventional wisdom suggests limiting the size of your cash position, a recent study from Dalbar calls for holding enough cash and cash equivalents […]
Read MoreAn earlier version of this article misstated the average annual return of a 60%/40% portfolio mix. The article has been corrected. The traditional portfolio mix of 60% stocks and 40% bonds, historically seen as the safest allocation for investors of moderate-risk tolerance, “is in danger” as the Federal Reserve gears up for its first interest […]
Read MorePie chart on paper charts If you prefer a laid-back approach to investing, building an all-weather portfolio may be right for you. All-weather portfolios are designed to perform well during all seasons of the market, whether that means an economic boom or a bust is underway. This type of portfolio could be suited to an […]
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