Fidelity's target-date fund series shifts more into equities. Plus, the persistent gender gap in investing, and why wealthier retirees feel poorer.
Medicare enrollment, required minimum distributions, and fixed-income risks are just a few of the items retirees should check before year-end.
Fidelity manager Steve Wymer makes the growth case for some well-known companies and addresses why he looks at a larger basket of stocks than the average fund.
Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security, and more, says Baird's Tim Steffen.
These mistakes trip up many retired investors, but you can avoid them with a bit of planning.
Using target-date funds as a benchmark can help you gauge your retirement portfolio's performance versus that of the pros.
The combination of a weak outlook for bonds and research that investors close to retirement are OK with more risk leads Fidelity to tilt its target date funds more toward stocks.
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