It’s tough to retire a tad earlier than the traditional age, even though you may know at heart that you’ve probably got far ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

The Ameriprise private wealth advisor discusses the rise of alternative investments, how she constructs portfolios for ...

Picture your grandparents stacking gold coins in a vault. Now picture a millennial tapping a smartphone to buy Bitcoin for their retirement account. That shift isn't just generational preference.

I’m 50 and my husband is 57. We paid off all debts and have $1 million in our 401(k) and IRA. We also own $1 million in rental properties that give us a $5,000 net profit monthly. We hope to keep the ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...

Private assets are gaining traction in many portfolios, as investors seek new frontiers given a more challenging market ...

There's no way to know when the next market downturn will begin, but some investors are feeling uneasy right now. Small steps can go a long way toward keeping your nest egg safer. No matter what the ...

Global markets ended the year strong despite volatility from the U.S. government shutdown, softening job growth, and elevated valuation concerns. Read more here.

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. The key question: Is 65% in stocks too high for someone in their situation?