Older investors have to weigh returns against risk management as they approach and enter retirement.

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 ...

Your asset allocation may be the most important decision you make as an investor. In fact, studies have found that asset allocation determines over 90% of the variations in portfolio returns. In other ...

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 ...

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 ...

The tweak to the legendary “4% Rule” is slightly above last year, thanks to improved capital markets assumptions.

Imagine you’re taking cross country road trip. You and a friend will drive from New York City to Los Angeles… and see lots of sights along the way. Let’s also say that you’ll buy a new car for the ...