A retirement portfolio that's too conservative can backfire. But if you know the appropriate amount of risk for your age, you ...

Bill Bengen updates his Safe Withdrawal Rate to 4.7%. What it means for retirees and how long your portfolio can really last.

Chip Castille, managing director at Wilshire, spoke with InvestmentNews about how sponsors can thoughtfully bring ...

Playing it safe with your retirement investments comes with its own set of risks. Here's how to make sure you're allocating ...

Read here for an update on how to build a simple, diversified 6-fund retirement portfolio for steady income, growth, and ...

There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different ...

Wealth management software and services provider Vestmark Inc. and Fidelity Investments have agreed to provide an open-architecture custom model portfolio platform to eligible advisers. Participating ...

Daniella Flores (they/them) is a former software engineer and founder of the two-time award-winning money, career and side hustle resource platform "I Like to Dabble" for LGBTQ+ and neurodivergent ...

A real estate investment trust (REIT) is a company that makes money by owning real estate. I'm a fan of REITs because they offer more than one opportunity to make money. For me, they're also a nice ...

In the early 1990s, in response to client questions, William “Bill” Bengen initiated research on the sustainability of withdrawals from stock and bond portfolios. He first published his research in ...

The 4% rule has long been a cornerstone of retirement planning, offering a simple formula for withdrawing funds from a retirement account. However, evolving economic conditions and personal finance ...