Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Your approach to investing should evolve as you do. The right asset allocation by age helps balance growth, stability and income — whether you’re in your 20s or already retired. In simple terms, ...

Target-date portfolios with guaranteed income could effectively manage retirement risks, according to BlackRock and TIAA.

As you approach retirement, it could be worth rethinking your current portfolio strategy -- especially when it comes to your ...

My ideal retirement portfolio is a simple, four-fund, equal-weighted allocation targeting an 8%+ yield with lower risk than ...

The total retirement savings in those accounts: $2.1 trillion. That’s $2,100,000,000,000, to convey its full weight. It gets ...

An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Financial advisors' basic asset location services are "one of the most powerful, yet often underutilized" strategies in portfolio management, a new Morningstar study found. Processing Content And the ...

A retirement fund with part of its asset allocation to bonds replaced with an allocation to the TIAA Traditional annuity may have the potential to create better retirement outcomes and lower ...

Ray Dalio’s All-Weather Portfolio may be losing its edge as bonds falter. Click here to read my full analysis.