There’s a reason I spend so much time managing my retirement portfolio. I know that Social Security is not going to pay for ...

As 2025 winds down, here are some moves to help you finish the year strong financially. Morningstar’s director of personal finance and retirement planning, Christine Benz, discusses strategies. This ...

In this video I'll go through 5 stock positions in my personal portfolio along with 4 new stocks I haven't discussed before.

Retirees can use market conditions to determine where to go for cash flows. Giles: Before we get into the topic of bucket maintenance, let’s discuss the bucket strategies. What is a Bucket portfolio, ...

Elizabeth Guevara is a personal finance reporter who explains the world of business and economics and how it impacts your finances. She joined Investopedia in 2024. Investopedia / Photo Illustration ...

Margaret Giles: Hi. I’m Margaret Giles with Morningstar. Who needs bonds? What bond types are the best to own, and which are best left out of your portfolio altogether? Joining me to discuss those ...

Caring about dividends can increase our returns, but caring about NAV can save our portfolio. Return and NAV protection must go hand in hand, because there can be no sustainable return without ...

The current recommended Bitcoin allocation is just 1%. The new thinking is that investors can boost that allocation to 10% or higher, based on rising life expectancies and longer investing horizons.

Most people are told to invest aggressively when retirement is many years away. A big reason I insist on keeping cash on hand is because I'm so heavily invested in the stock market. Having cash on ...

Andrew Sinclair is CEO and Principal of Midloch Investment Partners, a real estate investment fund manager and operator based in Chicago. Most Americans own stock, also known as equities, in publicly ...

"Retiring at 65 with $3.3 million puts you in a very strong position, especially once Social Security is factored in," Dugas ...