An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

Forbes contributors publish independent expert analyses and insights. I write about 401(k) and workplace retirement plan topics and trends. Private market investments have long played a key role in ...

Are you wondering how your retirement plan stacks up? Here are nine signs your plan is actually better than most Americans' ...

Inflation significantly erodes the purchasing power of savings, especially over long investment horizons like retirement.

By making a few underrated tweaks to your 401(k) investment strategy during 2026, you can help increase the odds of building a large nest egg for retirement.

Beau Adams, president of American Trust Retirement, believes the nature of advising will profoundly change as retirees shift their mindset from saving to withdrawing. Retiring workers—thousands join ...

Connecticut Retirement Plans and Trust Funds has set a $1.15bn (€986.9m) real estate pacing plan for 2026. The pension fund ...

However, DC plan sponsors will need to see a performance track record and education before they jump on board, according to a ...