Asset Allocation
News, insights and expert analysis on asset allocation from the team at Kiplinger.
Latest
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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
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Three Easy But High-Impact Moves for RetireesKeeping finances in order is a chore, especially in retirement, but these three simple and impactful moves will help you now (and your heirs in the future).
By Evan T. Beach, CFP®, AWMA®
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You Need a Retirement Contingency Plan: Five Steps to Get It DonePlanning for the unknown in retirement might sound impossible, but you can manage it by breaking it down into these five components.
By Joel V. Russo, LUTCF
