11 August 2025, Baden-Württemberg, Rottweil: The logo of the cryptocurrency Bitcoin can be seen on the display of a smartphone. Bitcoin is currently scratching record highs. Photo: Silas Stein/dpa ...

Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...

Adequately saving and investing for retirement means balancing a mix of investments that manages your risk while providing earnings. How you should spread your investment dollars across bonds, stocks, ...

Question: “When is a good time to plan and adjust your portfolio for retirement? Should you work with your adviser for 1, 3, 5 or more years leading up to it?” (Looking for an adviser? You can use ...

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 ...

Although no one can reliably predict the future, spending time understanding how assumptions influence results is a solid ...

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, ...