Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

Following Bengen, another of the classic studies in the field of financial and retirement planning is the “Trinity study,” a nickname for the article “Retirement Spending: Choosing a Sustainable ...

Last week I updated readers on a dream portfolio, meant to represent how I'd invest if I had a million dollars. The portfolio has performed quite well over the last year, but there are several ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

An investment portfolio is a collection of assets that puts your money to work for you. Capital invested in carefully selected funds or stocks can deliver meaningful returns instead of falling behind ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...

One of the most critical fallacies of portfolio benchmarking is the disparity between compound and variable rates of return. The importance of buybacks cannot be overlooked. Comparing your performance ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

The rationale? The market tends to rise over time. But there’s a critical flaw in this narrative. Your portfolio and a portfolio benchmark are entirely different things. And portfolio benchmarking, or ...

Nick Lioudis is a writer, multimedia professional, consultant, and content manager for Bread. He has also spent 10+ years as a journalist. Chip Stapleton is a Series 7 and Series 66 license holder, ...