Target date funds

Morningstar’s annual study reveals how investors are catching up to funds by making better-timed trades.

Passive funds attracting record assets, but Morningstar analyst warns advisors to take a close look.

They have time on their side, but compounding won’t work if they’re all in cash.

These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.

The strategy draws investor interest again, mostly on the strength of fixed income.

It paid in 2017 to be a penny-pinching retiree because target-date funds dominate the cross-section of profitable and cheap.

Target date funds assume that the path to one’s golden years is linear and predictable.

The tax cut proposal would not benefit retirees because most of them either owe no federal income taxes or face a modest tax burden.

The launch from EventShares provides investors access to economic and policy-driven themes.

A new report indicates that projected medical expenses of a 45-year old couple, after they retire, will be 122% of their total Social Security benefits.