Retirement Planning Is Complicated. Your Retirement Portfolio Shouldn't Be.
Ariel International's manager discusses why she emphasizes downside protection and what the market is getting wrong about many of the largest companies.
Are you a hoarder when it comes to financial documents? Here's how to get them under control.
Christine Benz discusses how to protect your portfolio from a stock-market sell-off.
Russ Kinnel shares some key takeaways from his latest investor-returns research.
For pre-retirees and retirees, the risk of standing pat with a too-heavy portfolio mix outweighs the downside of exiting stocks too early.
This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.
Guess what? Small positions often contribute the lion's share of the angst.
The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.
Mary Beth Franklin reviews the options available to surviving spouses when their partner pre-deceases them.
Ben Johnson examines tax cost and tax efficiency by fund type.
Four ideas for streamlining your holdings and reducing your oversight obligations.
An IPS helps transition your investment collection to an investment plan.
Running through our checklist can help you arrive at the right answer for you.
The Oakmark manager discusses the lasting lessons of the financial crisis and how traditional value metrics aren't necessarily the best gauge of an inexpensive stock.
Dividend-growth strategies stand to hold up well on the downside--an important attraction in a not-cheap market.
Get a sneak peek at longtime Oakmark fund manager Bill Nygren's appearance on The Long View podcast.
Christine Benz discusses the implications of the Federal Reserve lowering interest rates for the first time in a decade.
Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.
Calculating ROIs for your investments and debt paydown can help you make wise capital-allocation decisions.
On this week's podcast, a high-quality stock to watch, the popularity of passive funds, and what makes data centers attractive.
Deploying mutual fund and capital gains distributions can be a risk-reduction tool for your portfolio.
The influential financial writer on what's driving higher market valuations, the challenges of retirement drawdown, and the myth of the 'dumb' investor.
Getting these elections right can reduce the taxes you owe and ensure that your assets pass to the right people.
Here's how to figure out how big your emergency fund should be and how you should invest it.
The 'right' glide path depends on what you're trying to achieve--and your attitude toward risk and volatility.
Catch-up strategies for pre-retirees, "off-label" ideas for supersavers, and how the investment industry can make 'mountains out of molehills.'
To cover your bases, consider everything from taxes to insurance.
What helps improve your portfolio can also increase the taxes you owe.
You manage risk at the portfolio level; here's how to address it in other parts of your plan.
It's not too early to plan charitable contributions or RMDs and, yes, to take a look at your elevated equity balance.
The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.
Baird's Tim Steffen discusses the role of a mortgage in your financial plan.
Amid a risk-on market, the most aggressive and stock-heavy portfolios performed best.
Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.
Amid a 'risk-on' market, the most aggressive and stock-heavy portfolios performed best.
Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.
Carolyn McClanahan discusses how people can think about the role of long-term care in their financial plans.
InvestmentNews' Mary Beth Franklin explains a valuable claiming strategy available to married couples.
How investment multitaskers can prioritize competing financial objectives.
Large balances can encourage unrealistic expectations and perverse behaviors.
The financial advisor and asset-allocation specialist discusses conflicts in advice-giving, which asset classes he avoids, and "factor renters."
Ed Slott shares what to look for in your plan documents.
In a strong year so far for the market, here's how to see if a course correction is in order.
The Ritholtz Wealth Management CEO discusses his transition from broker to advisor and why client portfolios should have fewer assets, not more.
Christine Benz discusses how retirees can reduce their portfolio oversight responsibilities.
Ed Slott discusses tax and retirement planning considerations amid divorce.
Occasional checks on your net worth--your current assets minus liabilities--can yield valuable intelligence about your financial health.
Use this summer series to cross some financial tasks off your list before fall.
How would the portfolios behave if rates went up (or down), or if credit spreads widened?
Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice.