Proper asset allocation will depend primarily on your age and risk tolerance. Generally, your portfolio should become more ...

Discover how to balance stocks, bonds, and cash in your portfolio to align with your financial goals and risk tolerance for optimal returns over time.

Your asset allocation is a key decision you need to make as an investor, and this rule makes it easy to decide. Here's how it ...

Monitoring the progress of a 401 (k) balance on a consistent basis allows investors to make informed adjustment decisions such as contribution rate or asset allocation. 401 (k) providers typically ...

Whether retirement is years away, a year or two out, or in the rearview mirror, here's how to handle uncertainty in your 401(k).

Learn how to adjust your investment strategy and asset allocation as you age, leveraging early investment benefits and maximizing retirement savings.

Stocks and bonds have very different expected and historic returns and volatility, and…stocks outperform bonds by a very significant amount," Art Stein said.

It can be tough at times to tell if you’re on the right track with your asset allocation. An advisor can really help if you’re not buying into those various rules of thumb! Are you ahead, or behind on ...

Citations: Poterba, James, Joshua Rauh, Steven Venti, David Wise. 2009. Lifecycle Asset Allocation Strategies and the Distribution of 401(k) Retirement Wealth.

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 ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...