Vanguard's Target Retirement Funds generally allow for very low minimums of just $1,000 (compared to $3,000 for most of its ...

A Reddit user posted recently because he was concerned when his portfolio balance fell from $3 million to $2.7 million during ...

Monitoring the progress of a 401 (k) balance on a consistent basis allows investors to make informed adjustment decisions such as contribution rate or asset allocation. 401 (k) providers typically ...

A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...

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) ...

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 ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Citations: Poterba, James, Joshua Rauh, Steven Venti, David Wise. 2009. Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth.