Tag Archives portfolio

5 Steps to Your Retirement Portfolio

When it comes to structuring your investment portfolio, there's no single ideal model portfolio. Your best asset allocation will depend, in part, on your investment goals and how much time you have to build wealth. Here's how to create a solid retirement portfolio in five steps. Shed risky stocks One recipe for endangering your financial future is ...

5 Actions Boomers Need To Take Before Retirement

For Baby Boomers in their peak earning years, it’s the best of times and the worst of times. According to our recently released research report on the generations, Baby Boomers tend to have the strongest overall financial positions. However, an increasing number are discovering that they’re not on track for retirement and don’t have as ...

3 Top Funds to Rocket Fuel Your Retirement

There is a huge body of evidence showing the power of so-called index funds — that is, mutual funds or exchange-traded funds that are tied to a stock market index such as the S&P 500. The latest data point: Last year, two-thirds of investment managers who handpicked large stocks did worse than if they simply put ...