Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Restoring a portfolio to your target allocation has the potential to trigger a tax bill, but it doesn't have to.
Our house view puts valuation at the forefront.
A noted researcher and consumer advocate discusses why so many financial literacy efforts don't improve outcomes--and what they could do better.
Christine Benz discusses her newest model portfolios featuring exposure to environmental, social, and governance funds.
These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures.
These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.
These portfolios are composed of mutual funds with strong ESG and investing track records.
Anchored in actively managed funds, these portfolios were developed with serious ESG investors in mind.
Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
Are investors getting more comfortable with this type of fund?
Vanguard's retired global CIO riffs on indexing, market efficiency, governance, alternative investing, and more in this wide-ranging conversation.
Charitable contributions can do good for others--and for your portfolio.
These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.
Vanguard's Joel Dickson speaks with Christine Benz on customizing and personalizing your portfolio.
The noted retirement researcher explores 401(k)s, "the annuity puzzle," long-term care, and Social Security.
Vanguard's Colleen Jaconetti talks about how preparing for risks now protects your retirement future.
Christine Benz discusses some lessons we can take away from this year's capital gains distributions.
Our annual compendium of long-term care statistics on usage, cost, insurance, and caregivers.
Christine Benz shares some of the key lessons from the week that we can all learn from.
With three kids and a single income, it's time to create a portfolio that can address this young family's multiple goals.
With seven to 10 years to go until retirement, a pre-retiree assesses what adjustments are in order.
A value-investing maven explains why bargain-hunting has lagged.
With retirement on the horizon, a couple checks up on the viability of their plan.
In a pricey housing market, early career savers grapple with balancing retirement savings alongside their goal of owning a home.
Vanguard's global head of advice methodology, Joel Dickson, talks with Christine Benz about not spending enough to enjoy retirement.
A strong market has propelled the portfolio of this retired couple, but what if the next decade isn't as good?
Christine Benz discusses how investors can give their portfolios an update in just a few steps.
Many funds are planning big payouts, but massive distributions are less common than they were a year ago.
Vanguard's Rich Powers discusses what is driving fund flows into ETFs.
A leading consumer advocate discusses whether small investors should have access to private markets, fee trends, and how recent financial-advisor regulation falls short.
Our to-do list can help you reduce the tax pain in April.
An accomplished growth investor, Lynch explains how his team seeks to gain an edge, susses out the difference between innovation and mission creep, and applies different frameworks to mitigate biases and errors.
Vanguard's Maria Bruno offers some fourth-quarter portfolio strategies prepare retirees for next year's tax season.
RMD-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.
Many people put off creating a long-term-care plan. This step-by-step guide can help you get over inertia, dread, or both.
The behavioral finance expert discusses what our financial choices say about us and whether investors' decisions are becoming more rational.
Vanguard's Colleen Jaconetti discusses how to generate cash flows from your portfolio without taking too much out.
Vanguard's Maria Bruno unpacks the moving parts of Medicare.
Why the financial-services industry needs to do better for the financially vulnerable among us.
The Dodge & Cox CEO and bond-fund manager on overseeing a fundholder-friendly firm and why she believes in an active approach to fixed-income investing.
For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.
If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.
Morningstar's director of global ETF research on fee wars, performance-chasing investors, and whether passive funds are doing their fair share for corporate governance.
Christine Benz discusses which types of bond funds make sense for most investors.
Accumulators with short- and intermediate-term financial goals can employ the concept, too.
Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.
The prominent retirement researcher discusses Social Security's viability, the role of housing wealth, and a surprising new finding about married couple's retirement preparedness.
Christine Benz discusses what to think about when it comes to diversifying your bonds.
You may be switching to cut costs, but watch out: You may trigger additional fees along the way.
Get out those calendars: It's time for Medicare open enrollment, RMDs, mutual fund capital gains distributions, and more.