Asset Allocation

How You Can Tackle Your Midyear Investment Review May 8, 2019 4:00 AM   |  

Most people generally review their investments once a year. But many things can happen over the course of 12 months that might impact your investment portfolio. Check out three reasons to consider a midyear investment review.

5 min read  |  Portfolio Strategy
Retirees: Is Your Investing Plan Built for Market Volatility? March 14, 2019 4:00 AM   |  

Temporarily protect your retirement against volatility risk. Here are some retirement- planning strategies.

4 min read  |  Portfolio Management
Psychology: Making Smart Decisions with Your Stock Compensation March 1, 2019 4:00 AM   |  

When making decisions about your equity compensation, remember that the brain can work against you. Here are a few potential pitfalls to avoid. If in doubt, consider reaching out to a financial professional.

5 min read  |  Stocks & Stock Sectors
Life Happens: Retirement Planning for the Unexpected February 11, 2019 4:00 AM   |  

Unexpected events can get in the way as you prepare for and enter retirement. Here are some tips on how to try and mitigate their potential impact.

5 min read  |  Retirement Planning
Looking Beyond Allocation for a Well-Diversified Portfolio December 11, 2018 4:00 AM   |  

There’s more to portfolio diversification than stocks and bonds. Factors like market capitalization, international vs. domestic holdings, and sub-sector exposure all deserve consideration as you build a well-diversified portfolio.

5 min read  |  Portfolio Strategy
Grow Your Retirement Savings to Keep Up With Inflation November 26, 2018 4:00 AM   |  

Here’s why you need to keep your retirement money growing even when you’re already using it (hint: inflation and longevity).

7 min read  |  Retirement Planning
In Pursuit of Safe Investments? How About Less-Risky Investing Practices? November 2, 2018 4:00 AM   |  

Is there such a thing as a safe investment? No, investing is not safe, but are there prudent investing practices?

5 min read  |  Investing Basics
Retirement Income: How to Know if You're On Track October 29, 2018 4:00 AM   |  

Are you on track to have income that lasts throughout your retirement? Learn six steps to help answer this question and create a retirement income plan.

6 min read  |  Plan Distributions
Money Smart: What Are Separately Managed Accounts? October 4, 2018 4:00 AM   |  

What are separately managed accounts (SMAs), and how do they work for investors?

5 min read  |  Investment Guidance
Equity Compensation & Diversification: What You Need to Know October 4, 2018 4:00 AM   |  

This article presents some points to consider about diversifying holdings of company stock acquired from equity compensation.

4 min read  |  Stocks & Stock Sectors
Asset Allocation 101: What are the Asset Classes and How Does One Choose? July 27, 2018 4:00 AM   |  

What are the different assets you can use to help build your investment portfolio? Explore the major asset classes: stock, fixed income, cash, and alternatives.

5 min read  |  Investing Basics
Approaching Retirement? New Financial Objectives and Mindset January 11, 2018 11:00 PM   |  

Learn four financial principles and objectives to consider as you approach your retirement years.

3 min read  |  Retirement Planning
Balancing Portfolio Risk and Growth After You've Retired December 26, 2017 11:00 PM   |  

Feeling financially conservative at retirement age? Your golden years need not be totally devoid of growth investments.

2 min read  |  Retirement Planning
Managed Portfolios: Attempting to Harmonize Opportunity and Risk October 4, 2017 12:00 AM   |  

Harness the power of a managed portfolio to help pursue your financial goals.

3 min read  |  Investment Guidance
Long Time Horizon: Is It Ever OK to Ignore Your Retirement Portfolio? August 16, 2017 12:00 AM   |  

Our busy lives leave little room to monitor the stock markets regularly. There are times when we can just ignore our retirement portfolios—for a little while.

3 min read  |  Portfolio Management
Six Retirement Planning Tips to Turn Your Goals into Action June 21, 2017 12:00 AM   |  

When retirement planning, there are many things to consider while assessing your income, expenses and assets. These 6 steps can help turn your goals into acti

7 min read  |  Goal Planning
Drawing It Down: Taming Dynamic Retirement Withdrawals January 24, 2017 11:00 PM   |  

Is a dynamic approach to retirement fund drawdowns right for you? Go beyond the 4% rule and explore other strategies.

3 min read  |  Plan Distributions
Drawing It Down: The Bucket Approach to Retirement Funds January 17, 2017 11:00 PM   |  

Learn about the “bucket approach,” a drawdown strategy that involves holding three different buckets of money, or separate asset accounts, for retirement.

3 min read  |  Plan Distributions
Higher Interest Rates: 6 Things to Know for Retirement Planning December 29, 2016 11:00 PM   |  

How might rising interest rates impact long-term investing decisions? Discuss the impact of a rate hike on long-term savings: fixed income, long-term care.

4 min read  |  Bonds & Fixed Income
ABCs of Portfolio Investing: 3 Rules for Long-Term Investors September 13, 2016 12:00 AM   |  

It’s that time of year when kids head back to school and investors brush up on the ABCs of long-term investing. Learn 3 rules that might help.

4 min read  |  Portfolio Strategy
Eye on Retirement: The Last Stretch. Get Retirement Ready September 8, 2016 12:00 AM   |  

Is retirement just around the corner? Are you worried about being financially unfit? Here are six tips to help get you retirement ready.

3 min read  |  Retirement Planning
Building Diversified Retirement Portfolios with Mutual Funds June 13, 2016 12:00 AM   |  

Avoid that dreaded all-your-eggs-in-one-basket cliché and look to a bin of mutual funds for diversification.

5 min read  |  ETFs & Mutual Funds
Trading Futures in an IRA? Getting Oriented to the Retirement Future May 18, 2016 12:00 AM   |  

Have you ever wondered what else can be traded in an individual retirement account (IRA) besides stocks and bonds? Learn how to trade futures in an IRA.

3 min read  |  Futures
Healthy Check-Ups Extend to Retirement Portfolio February 29, 2016 5:58 AM   |  

3 min read  |  Portfolio Management
Resolutions: Small Changes Can Bring Big Impact for Retirement December 13, 2015 7:00 PM   |  

Retirement planners: Now is the time to look at year-end strategies and adopt habits in the new year to get you a few steps closer to your goals.

2 min read  |  Goal Planning
From the Studs Up: Building (and Rebuilding) a Portfolio with MPT November 22, 2015 7:00 PM   |  

Modern portfolio theory (MPT) is built on asset allocation, diversification, and rebalancing your portfolio without letting human emotion interfere.

4 min read  |  Portfolio Strategy
Retirement: Dynamic Withdrawal Theory Matures with Boomers April 26, 2015 8:00 PM   |  

Dynamic withdrawal retirement income strategy is quite a mouthful. The math is necessarily complex, too. But the concept is simple and playing an increasing role in baby boomer retirement planning.

5 min read  |  Plan Distributions
New Math: Does the Age/Asset Allocation Rule Need an Update? April 12, 2015 8:00 PM   |  

The classic age/asset allocation formula is one place to start thinking about your retirement portfolio makeup. But the discussion shouldn’t stop there.

2 min read  |  Portfolio Management
Losing Its Luster? Why the 4% Rule Isn't So Golden Anymore January 29, 2015 4:00 AM   |  

The global financial crisis and other recent market developments raise questions over the validity of the 4% withdrawal guideline for retirement funds.

5 min read  |  Plan Distributions
Annuities and Rising Rates October 31, 2014 8:00 PM   |  

Interest rates are going up. If you hold an annuity, or are considering one, it’s important to understand how these investments will be affected.

6 min read  |  Annuities
Thinking Outside the Cash Box: Take Advantage of Rising Rates April 13, 2014 9:48 AM   |  

Cash alone won’t cut it as a lingering low-rate environment challenges income investing.

7 min read  |  Portfolio Strategy
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