I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...

We have a combined pension and Social Security income of $8,400 per month that will only drop to $6,730 if one of us passes ...

Baby boomers in target date funds mistakenly believe their retirement savings are protected as they near retirement. Typical ...

Learn how index funds invest in market indexes like the S&P 500 for broad diversification and market performance replication.

The American Funds 2025 Target Date Retirement Fund falls within Morningstar’s target-date 2025 category. This is part of the American Funds target date series, which ranges from target retirement ...

PGIM Target Date Fund performance relative to custom benchmarks was mixed in the second quarter. A higher percentage of overall bond exposure allocated to TIPS detracted from results in the quarter.

Wall Street may be the only place in America where strangers will come up to you out of the blue and try to hand you free money. It doesn’t happen often, but it does happen. And some new research ...

The T. Rowe Price Retirement 2025 Fund is part of the increasingly popular category known as target-date funds. These funds invest in global stocks and bonds, shifting the asset mix toward a more ...