The 4% rule is based on a common retirement investment mix -- a 50/50 split between stocks and bonds. This asset mix is ...
Think about how a surviving spouse might handle remaining assets and make sure the portfolio’s asset mix is something both members of the couple are comfortable with for the long term.
During stock market corrections, especially in small and midcap stocks, investors are reassessing their investment strategies ...
Seeing your investments rise is always exciting, but it could also mean it's time for a rebalancing of your asset mix to ...
If an investor invests for short-term goals (<1 year), 100% allocation is recommended to debt, medium-term (2 to 5 years) 65:35 in equity and debt & for long-term (>5 years) 80:20 asset mix is ...