You’ve learned why it’s important to avoid investment products once you enter your retirement. If you’re lucky, you can, and maybe you should, begin transitioning your investments to individual ...

According to data from the Census Bureau and the Bureau of Labor Statistics, the average annual retirement income for U.S. adults is approximately $75,000. Achieving this solely through dividends ...

I recently chatted with a retired couple who were looking for a second opinion about their portfolio’s asset allocation. They were fortunate enough to amass a sizable portfolio through diligent saving ...

Are you looking for tips on improving your portfolio? As part of Morningstar.com's Portfolio Makeover Week in December, director of personal finance Christine Benz will be making over five real-life ...

Investors love to talk about the stock-picking side of investing because, for most of us, that’s the really interesting bit. The more risk you can tolerate, the more you can invest in each company and ...

When setting up a retirement plan, many of us have been taught that as a rule, we should save at least 10 to 15 percent of our annual pre-tax salary. Yet, even as we see the cost of living increase, ...

Sizing is a key concept in portfolio management. Limiting a single position’s size can help prevent excessive losses. At the same time, distorting a position’s size can enhance performance, assuming ...

Forbes contributors publish independent expert analyses and insights. I am the President of Diversified, a CFP and author. Financial planning carries a widespread misconception about the time frame ...

One size does not fit all when it comes to investment strategies. Choose the one that best fits your needs. We present three balanced strategies ranging from a very simple one to a fairly complex one.