Portfolio diversity

To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.

Parents can match their children’s savings in a Roth IRA dollar-for-dollar on the condition that they agree not to dip into the accounts until they retire.

A quarter of wealthy investors' average assets are currently in cash, according to a new survey.

The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.

Certain financial moves could push their income above a certain threshold, potentially triggering an income-related monthly adjustment.

How sequence of returns affects retirement portfolio survival.

Retirees who have no need for the RMD can fund their grandchildren's college costs, a CFP writes.

Cases often go unreported because many times seniors are too embarrassed.

Someone with a long-term investing horizon is generally not helped by bailing out of a well-diversified, multi-asset portfolio. Here are some options for them, and some talking points for you.

If they fear a sharp downturn, seniors may want to avoid locking up their retirement accounts in long-term bonds.

Do your clients have their ducks in a row?

These clients will need bigger savings than other age groups to fund a longer retirement horizon, according to a study.

This basketball analogy can help you explain how portfolio diversification works across multiple asset classes.

The losers “offer exposure to extremely narrow and volatile segments of the market,” an expert says.

Each of these funds has its own way of adding high-octane assets into clients' portfolios.

The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.

As much as 46% believe Medicare will cover the costs of long-term care.

After a decade-long bull market in U.S. stocks, rebalancing into international equities may make sense for some clients.

The firm, along with the broader asset management industry, is focused on ways to expand its global reach amid mounting pressure for growth.

The famed investor recommends 90% large-cap U.S. stock and 10% short-term government bonds. Is it a crazy idea?