For high-income investors, a backdoor Roth IRA or taxable account will trump investing in a Traditional IRA.
This portfolio balances capital preservation with growth potential.
Advisor Jeff Troutner of Equius Partners says a broader look at the numbers is less favorable to Vanguard than unsuspecting advisors might think—but Vanguard answers back to AdvisorOne.
The right answer depends a lot on the retiree's risk capacity as well as risk preferences.
With equity allocations drifting higher, here's some practical advice for restoring balance.
U.S.-stock, foreign-stock, and bond index funds can constitute a core portfolio with the flexibility to expand into other asset classes if desired, says author and advisor Rick Ferri.
The data may say yes, but there are some important considerations to bear in mind.
Research by author Rick Ferri took the active-passive debate beyond individual investments and found passive-oriented portfolios will likely outperform active portfolios across time spans, number of holdings, and asset types.
The Vanguard founder says investors may face lower-than-normal real returns on stocks and should hold bonds for ballast and not return.
Readers cite industry heavyweights as influential, as well as people closer to home.