Asset Allocation
News, insights and expert analysis on asset allocation from the team at Kiplinger.
Latest
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The 'Ultra-Low-Risk Portfolio' for RetireesShifting away from stocks reduces risk, but as this week's Wealth Wise column explains, you still need to beat inflation. Here's how to balance safety and peace of mind.
By Maurie Backman
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Mellody Hobson: The No. 1 Mistake Derailing Retirement SavingsAre you accidentally sabotaging your own financial security? A top financial executive explains why doing what feels "safe" might be your biggest risk.
By Donna Fuscaldo
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How to Organize Your Financial Paperwork for Your HeirsA guide to organizing your financial paperwork so heirs have any easier time getting affairs in order.
By Ella Vincent
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Is a 60/40 Portfolio Too Aggressive in Your Seventies?Generous pensions can act as a safety net, but concentration risk and healthcare gaps still loom large for retirees. This week's Wealth Wise advice column breaks it down.
By Maurie Backman
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Should You Ditch Stocks in Retirement? The 3 Times You CanConventional wisdom says to keep stocks, but experts outline three reasons you might want to go stock-free in retirement.
By Maurie Backman
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Should You Go All In on an S&P 500 ETF for Retirement Savings?The S&P 500 has been a portfolio staple for generations. But how should an index ETF actually fit into your retirement strategy? Here is what experts say.
By Maurie Backman
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Should Fully Funded Retirees Invest Like 30-Year-Olds?When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
By Maurie Backman
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Why 60/40 Portfolios Are Too Risky for Wealthy InvestorsThe 60/40 split could leave substantial portfolios exposed if stocks and bonds decline simultaneously. Accredited investors must take a new approach.
By Chris Wootton, ChFC®
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Retirees are Loading Up On Stocks: Is That Wise or Risky?Many older savers are breaking the "golden rule" of retirement investing. Is your 401(k) taking on too much risk?
By Adam Shell
