"In this latter case, a more balanced allocation with greater exposure to bonds would be preferable," Crowell says. If our 28 year old is saving for retirement in 30 years, however, she can afford ...

Find out more about how age-based allocation is changing, given shifts in life spans and in the investment world.

With a fixed income or bond allocation there’s a lower risk because ... meaning that you’re predominantly saving or in the accumulating phase. The important part of this phase is to have ...

An appreciation allocation helps you have enough growth in your portfolio to compound your savings to meet your financial goals. If you are behind on your savings, you may not be able to afford ...

Fidelity recommends saving at least 15% of your pre-tax income annually ... Heading into the rest of 2025, now is a great time to revisit your personal asset allocations. "Make sure your allocation ...

Saving for retirement in a 401(k ... The challenge of setting up a 401(k) plan is selecting an asset allocation, which refers to how you invest your contributions. You need to make a decision ...

Q4 2024 Management View CEO Matthew Lucey addressed the recent fire at the Martinez refinery on February 1, stating that the company is still assessing the damage and working collaboratively with ...

Divide your income among needs, wants, savings and debt repayment. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you take certain ...