Meagan is a former Series 7 financial advisor and current writer focused on blending straightforward information with a dose of humor on topics including equity investments, insurance products, and ...

To find out if you're on track to reach your financial goals, review your current portfolio balance, combined with your ...

Many of you know that I frequently talk about the Bucket approach to retirement portfolio construction. I was inspired to work on bucketing after talking to Harold Evensky nearly two decades ago, and ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

The Near Perfect Portfolio Strategy provides SWAN-like attributes and aims to meet income and growth goals while minimizing volatility and drawdowns. The strategy consists of three buckets: Dividend ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

The market has made substantial gains in the past two years and appears overvalued on several metrics. We discuss why it is still a good time to invest. The NPS Portfolio, with DGI, High-Income, and ...

Attractive yields have drawn investors to cash, but with rates declining, they should consider how much they really want stashed in those accounts. While cash-equivalent instruments like money market ...