Engaging in strategic retirement asset allocation no matter your age will help you ease into the latter years of your life. Read Next: 6 Genius Things All Wealthy People Do With Their Money ...

Jot down what your spending looks like in a typical month, including costs for housing, food, medical care, insurance, ...

In this week’s video insight, I dive into the topic of asset allocation and how to approach balancing risk and return. Using ...

Hitting the right asset allocation (stocks versus bonds) can be a tough balance to achieve if you don’t fully understand your risk profile. It’s not just your age or ability to take risks that ...

On Jan. 28, 2025, Franklin Templeton announced that veteran managers Robert Schoen and James Fetch, managers on the Putnam Dynamic Asset Allocation Series of target-risk mutual funds since 2002 ...

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?