Familiar portfolio staples still matter as investors balance income needs, diversification and stability in today's markets.

Exchange the promise of higher future prices for cold, hard cash deposited into your account with dividends. Here's what ...

Retirement stocks should be durable through different economic environments. They should also appreciate over time or ...

A structural shift is reshaping retirement planning, with advisors increasingly moving clients away from accumulation targets ...

The S&P 500 tracks about 500 of the largest U.S. companies. It is well-diversified and efficient. The S&P 500 has had lifetime returns averaging 10%. Low-cost funds tracking the S&P 500 are a solid ...

Forbes contributors publish independent expert analyses and insights. I am the Executive Chairman of Diversified, a CFP and author. Investors often blame the investment itself when things go wrong. A ...

Don't always expect to have a "special relationship of trust and confidence." A new court ruling makes it more important than ever to ask tough questions of anyone trying to sell you any financial ...

Retirement investors are turning their attention overseas and putting more money into international stocks and emerging markets, according to Alight Solutions’ 401(k) Index. While trading levels in ...

Consider this: The median retirement savings across all workers is just under $1,000, according to the National Institute on Retirement Security's "Retirement in America" report, released in February ...

Realty Income (O) anchors a retirement income portfolio—quality REIT, 32-year monthly dividends, and the Four Pillars ...

Global conflict can drive market swings and inflation. Here’s how the Iran war could affect your retirement savings — and how ...

As fintechs pay more attention to solopreneurs, a provider of tax advantaged retirement and investment accounts is acquired.