60/40 Portfolio 'Was Never Dead': Vanguard Researcher
By Dinah Wisenberg BrinThe foundational allocation roared back last year after a rough 2022, said Fran Kinniry.
December 29, 2023
When Is the Right Time to Ask Clients About Writing a Will?A new report finds context matters a lot when it comes to this basic step in legacy planning.
December 21, 2023
4 Big Retirement Savings Problems, and How to Fix ThemAmong the biggest hurdles in the U.S. system: A person's readiness is disproportionately affected by household income.
December 21, 2023
Advisors May Have Little Power to Bridge the Annuity DivideResearch suggests that financial professionals' positive recommendations do not greatly influence clients to purchase the products.
December 12, 2023
Want to Save for Retirement in a Taxable Account? Try These Models: Morningstar's BenzWith the right investments, these accounts can be almost as tax-efficient as retirement accounts, she says.
December 11, 2023
Michael Finke: 3 Critical Lessons From the COVID CrashIt also showed the value of target-date funds, the retirement researcher says.
November 28, 2023
Four Flexible 4% Rule Alternatives for 'Safe' Retirement IncomeHere are some strategies for turning a withdrawal guideline into an actual spending plan, according to Morningstar researchers.
November 27, 2023
U.S. Long-Term Care Insurance Users Average $1.4M in Household Wealth: StudyEconomists drew on market data to calculate the value of informal care for those 65 and older.