Asset Allocation
News, insights and expert analysis on asset allocation from the team at Kiplinger.
Latest
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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
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Why Asset Allocation Needs to Be Customized in RetirementRetirement isn't just about playing it safe. It's about having a plan that manages taxes, protects cash flow and keeps your portfolio aligned with your goals.
By Mike Palmer, CFP®
