Question: When calculating my asset allocation, should I put dividend-paying stocks in the stock or bond category? I'm retired and don't want to invest too aggressively.
Are you worried about having the right mix of stocks and bonds in your nest egg? A new study indicates that asset allocation might not be as important to your long-term financial health as making better use of other retirement-planning ...
Alicia Munnell, the director of the Center for Retirement Research at Boston College, is a weekly contributor to "Encore. The financial industry puts considerable time, effort, and advertising dollars into showing Americans how to invest ...
SAN FRANCISCO (MarketWatch)—Investors are reeling from Europe’s deepening economic crisis, but they may soon find themselves battered closer to home as the U.S. economy closes in on another debt-ceiling debate and teeters toward the edge of ...
Most investors recognize that asset-allocation choices in a portfolio can be more crucial than picking the right stock. Of course, asset allocation is a challenging task, never more so than trying to do it on a global scale. Given the mix of ...
Your financial adviser doesn't want you to read this column. Many retirement investors, egged on by brokers and mutual-fund companies, put a great deal of emphasis on crafting finely tuned portfolios out of stocks, bonds and—increasingly, ...
A fundamental tenet of financial advice is to settle on long-term goals, then pick an asset-allocation strategy and stick with it. A corollary is that trading in and out of positions in response to daily market gyrations is almost ...
Craig Birk is director of portfolio management at San Francisco-based Personal Capital. Mutual funds were a great invention for their time because they made diversification available to the average investor. But over the last 10 years it's ...
BOSTON (MarketWatch) — “This time it’s different” is one of the most dangerous sentences ever used in connection with the stock market and investing.
For the past 15 years, Deborah Fuhr has spent her days deep in the weeds of exchange-traded funds. As an investment strategist at Morgan Stanley and then global head of ETF research at ETF sponsor BlackRock Inc., she observed as the ...
Scott Colyer runs Monument, Colo.-based Advisors Asset Management. Five years ago, almost every adviser had his or her asset allocation models worked out and running smoothly. Then in 2008, correlations between different asset classes ...
Table: How They're Calling It In this tremulous age when a widely perceived "safe" investment can collapse in just a few screen blips, or a long-term laggard can suddenly break out, divvying up your assets has never required more thought. ...
Due to a typographical error, an earlier version of this column contained an incorrect calculation on a bond/stock portfolio allocation example.