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Retirement Portfolio

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  1. Target-Date Pros and Cons

    Headlines

    Fri, 12 Dec 2014

    which you want to manage your own retirement portfolio . Below are some pros and cons of ..... If you'd rather build your own retirement portfolio , choosing the investments you want ..... the asset allocation of the entire retirement portfolio yourself to make sure it's in

  2. Correlation Building Between REITs and Other Stocks

    Headlines

    Thu, 11 Dec 2014

    earlier version of this article appeared March 20, 2012. Question: I've been advised to add REITs to my retirement portfolio to provide some diversification. Can you explain what they are and how they do this? Answer: REITs, or real

  3. Three birds in two hands

    Commentary

    Sat, 22 Nov 2014

    enter the great taste/less filling debate regarding whether or not it was better to cover his bets and design a retirement portfolio that yielded a bit more than 4% but had a yield growth rate a bit less than 3%, or the other way around

  4. Morningstar.com's Risk Management Week

    Headlines

    Sat, 22 Nov 2014

    Handle on Risk Tuesday, Nov. 18 | Managing risk in retirement portfolios How much risk should you take in your retirement portfolio ? On Tuesday, we'll help you size up your time horizon and risk capacity as well as risks related to inflation

  5. 4 Key Retirement Risks and How to Overcome Them

    Video Reports

    Tue, 18 Nov 2014

    how can you mitigate that risk? Benz: I think one of the key things that you can do is to make sure that your retirement portfolio is appropriately asset-allocated. So, you have enough in the safe stuff to draw upon if equities start out

    retirement portfolio found at 1:13

    key things that you can do is to make sure that your retirement portfolio is appropriately asset-allocated. So, you have enough in the safe stuff to draw upon if equities start out on a bad note
  6. How Investors Got a Handle on Risk

    Headlines

    Sun, 16 Nov 2014

    were wealthier than before it began. I have since retired and plan on maintaining a similar balance mix for my retirement portfolio ." "I have been investing since the 1970s and am now in early retirement," said ridg0008 . "Have never been

  7. One Retirement, Many Accounts: How Investors Allocate

    Headlines

    Sun, 9 Nov 2014

    question of how much of one's retirement portfolio should be held in stocks versus ..... One school of thought says that a retirement portfolio should be managed holistically ..... each has to offer and round out my retirement portfolio using more flexible IRA assets as

  8. Bernstein: Solutions to the Retirement Crisis

    Video Reports

    Tue, 4 Nov 2014

    easy and to expect the average person to run their own retirement portfolio , I think, is patently absurd. I think what we have ..... 10% or 15% out of their salary and put it into their retirement portfolio . It can only go into a single target-retirement fund

    retirement portfolio found at 1:58

    not easy and to expect the average person to run their own retirement portfolio , I think, is patently absurd. I think what we have to do is to try to put Humpty Dumpty back together again. The Humpty Dumpty in this case being the old DB system, which very few people have anymore, the old defined-benefit system. And you do that by taking away people's discretion, which the old DB system certainly did. So, you mandate that they have to save 10% or 15% out of their salary and  put it into their retirement portfolio . It can only go into a single target-retirement fund. It should be indexed. It should have minimal expenses. There should be no
  9. Do You Manage Your Retirement Assets Holistically or By Account?

    Commentary

    Mon, 3 Nov 2014

    manage it holistically across all the accounts. For example, let's say you desire an 80% stock/20% bond retirement portfolio . Do you hold this 80%/20% split within each account, or do you use funds in one account for the bulk of

  10. Retirement Portfolio

    Commentary

    Sat, 1 Nov 2014

    I am retired and have a portfolio that I look at in two ways.  I calculate my allocation split including annuities at 40/60 and then also look at it without annuities which is 65/35.  Does anyone else do this and if so do the two allocation percentages seem reasonable?

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