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Retirement Portfolio

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  1. A 401(k) Rollover Checklist

    Is deciding what to do with an orphan 401(k) on your to-do list? Here are seven steps for getting it done.

  2. The Bucket Approach to Retirement Portfolio Construction

    The bucket approach to retirement portfolio planning is a strategy for funding retirement cash-flow needs while also maintaining a diversified portfolio of stocks, bonds, and cash. The overarching idea is to set aside one to two years' worth of living expenses in cash (bucket 1), while using ...

  3. Falk: Immunize Your Retirement Portfolio Before Optimizing

    Focus Consulting's Michael Falk suggests retirees pare down their fixed liabilities in their total portfolio so that they can make their discretionary spending much more manageable.

  4. UPDATE: 10 biggest market-moving events this week

    UPDATE: 10 biggest market-moving events this week

  5. A Conservative Retirement Portfolio in 3 Buckets

    We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.

  6. Is Your Retirement Portfolio Ready to Do the 'Twist'?

    For retirees tapping their assets, the rules on asset location are different than they are for accumulators.

  7. An Aggressive Retirement Portfolio in 3 Buckets

    We revisit our original bucket portfolio, check up on performance, and make a few tweaks.

  8. Your Retirement-Readiness Checklist

    Here's a step-by-step guide to making sure your in-retirement financial plan is on track.

  9. Navigating a 'No-Pension' Retirement

    This retiree looks to get more fully invested and determine whether the stable-value option merits staying put in an old 401(k).

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