All underlying fund holdings added to absolute return. Within equities, US large-cap and US value equities posted the largest ...

Pre-retirees and retirees may be understandably concerned about their exposure to stock market risk, particularly in these uncertain times. Let’s take a look at how a hypothetical 65-year-old couple ...

Investors often use the percentage of capital allocated to fixed income to define how risky a portfolio is — but that’s a faulty way to measure risk, according to a new paper by John Delaney, Willis ...

The S&P 500 offers a meager 1.1% yield, along with a roller-coaster ride on a regular basis. Most retirees do not like the ...

The investment seeks current income and, secondarily, growth of capital. The fund is a "fund of funds," and invests its assets in other underlying mutual funds advised by the adviser and ETFs and ...

Vanguard Wellesley Income’s VWIAX experienced managers wield a proven process rooted in fundamental research. Paired with low fees, this fund is an excellent choice for investors seeking an ...

Learn everything you need to know about State Street® Income Allocation ETF (INKM) and how it ranks compared to other funds. Research performance, expense ratio, holdings, and volatility to see if ...

In an era marked by persistent inflation, interest rate volatility, and shifting client priorities, advisors are rethinking the foundations of income generation. While portfolio allocations to ...

If one maintains the same asset allocation both inside and outside of the variable annuity, then the additional fees for a variable annuity can be expected to deplete the underlying value of the ...

Before you take the leap into retirement, you want to feel completely confident that your money will last. It’s natural to want to be sure you have enough saved, but rather than focusing on savings, ...

An article in The New York Times this August, “How to Enjoy Retirement Without Going Broke,” is a reminder that experts — from Nobel Prize winners to financial advisers — are challenged by planning ...