Asset Allocation
News, insights and expert analysis on asset allocation from the team at Kiplinger.
Latest
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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®
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The Sequence of Returns Risk Could Shrink Your Retirement Nest EggThis little-known risk of a down market can damage your portfolio. Here's how to prevent it.
By Adam Shell
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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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How to Find a Financial Adviser for Retirement PlanningFinding the right financial adviser for retirement planning can save you time and money. Here's how to avoid sketchy ones and unearth the truly great advisers.
By Adam Shell
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Beware This Key Choice if You Want to Leave Money to Descendants But Still Keep ControlIf you want to leave money to your descendants - and want to ensure it's done right - the choice of trustee is key.
By Katherine Reynolds Lewis
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10 Strategies to Consider When Retiring During a Volatile MarketIf you're retiring when the stock market is volatile, there are strategies to follow to be more in control.
By Deborah Yao
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Are 60/40 Portfolios Still Relevant Today?As a general statement, if you believe in the U.S. economy and government, the 60/40 allocation should work well for most people.
By Zain Jaffer
