Dollar-cost averaging is often the prescription for investors who need to increase their equity exposure, but the devil is in the details.
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Get your financial plan off to a solid start.
The right answer depends a lot on the retiree's risk capacity as well as risk preferences.
Here's why higher-income earners, especially, should give this savings vehicle a second look.
With yields up and inflation tame, is this asset class still a must-own?
Five takeaways for this asset class as yields inch up and global tensions rise.
Premium Member Video: Financial experts John Ameriks, Sue Stevens , and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz.
Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal rates, and Social Security in today's retirement portfolios.
Two weeks ago my colleague Sue Stevens gave an overview of tax-sheltered retirement plans for entrepreneurs. In this follow-up piece, I'd like to dig a bit deeper into some of the options available, point you toward institutions that can handle the more complex plans, and discuss investing your ...