Rules of thumb won't cut it for this important question; how to customize based on your own situation.
Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.
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.
These reader favorites may be most appreciated long after the holidays are over.
Investors need to be aware that a strategic-beta approach could take years, if not decades, to produce a premium, says author Rick Ferri.
Plot a tax-efficient strategy prior to taking that first distribution, says Vanguard retirement expert Maria Bruno.
Putting Humpty Dumpty back together will involve taking cues from the old defined-benefit system, says author Bill Bernstein.
Given the difficulty of timing interest-rate moves, author Rick Ferri recommends a diversified blend of high-quality bonds, high-yield credits, and a touch of TIPS.
The most recent spate of jumps up and down have mostly been speculative in nature, says the Vanguard founder and former chairman.
Author Bill Bernstein on how an investment mix, including the role of foreign equities, may change as investors age and move into retirement.