Want to know how your clients can best plan for their asset allocation? Check out strategies and find out what a good asset ...

Older Americans hold a higher allocation of stocks than they would like, according to the Center for Retirement Research.

Investing with proper direction not only helps a person build a seamless financial plan but also avoids trouble in the future. Here are some thumb rules an investor must know to invest smarter.

Exchange Traded Funds (ETF) have quickly emerged over the past few decades as the investment asset class of choice for ...

Traditionally, investors have been encouraged to move toward bonds as they approach retirement. While stocks have the potential to benefit from capital appreciation and dividends, they can also be ...

The "4% rule" has guided retirement for decades. Now its inventor says it's outdated-and the new 4.7% rule could reshape how ...

Invest better with The Motley Fool. Get stock recommendations, portfolio guidance, and more from The Motley Fool's premium services. Dana George is a contributing retirement and Social Security expert ...

Pacific Life’s coverage options, costs and underwriting highlights.

Surface-level diversification is no longer enough in a market increasingly driven by passive flows and dominated by a few ...

The average 401(k) balance for someone in their 60s was $568,040 as of June 2025. The median, though, was far less: $188,792. Learn how to catch up in this decade if your savings aren’t where you want ...