Below are five different basic investment objectives, as well as five matching example strategies. The examples are designed ...

Under a traditional model, American workers were said to be able to rely on three sources of income to fund their lifestyle in retirement: pensions, Social Security and personal savings. Over the past ...

Is the classic retirement model dead? This model relies on what’s often referred to as the “three-legged stool,” which is comprised of workplace pensions, Social Security retirement benefits and ...

A retirement model is presented answering, how much will one really save for retirement in a 401(k) plan? The retirement model also answers how much will one have for retirement in their 401(k)? The ...

A recent ICI survey found that a majority of Americans dislike the idea of government-controlled investment options and are confident in their ability to make their own asset management decisions. A ...

Retirees should consider both income and capital preservation in their portfolios. My recommended portfolio is designed to minimize volatility and maximize total return. The recommended portfolio for ...

Forbes contributors publish independent expert analyses and insights. The real truth about retirement, available only here. “Almost half of American households will run short of money in retirement if ...