Target date funds

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.

Clients are likely to overlook the possibility of portfolio failure, unexpected financial responsibility and health issues.

Why timing is so important for college graduates when making contributions to the 401(k) plans where they work.

Funds targeting the industry's youngest retirement investors often take the most aggressive allocation strategies – which had the best five-year returns?

A typical fund with an expense ratio of 0.75% will set a young investor back by nearly a half million dollars over the span of 40 years; plus, the portfolio strategy your clients need before and during retirement.