You plan to live off your investment portfolio until you turn 70. While everyone’s situation is different based on annual living expenses and lifestyle, the pros and cons of doing this are ...

Consider maintaining a healthy mix of these in your portfolio to help you achieve ... taxes, retirement, personal finance and much more. Delivered daily. Enter your email in the box and click ...

Tim Maurer covers how personal finance is more personal than finance ... each individual investor craft a genuinely personalized portfolio. That advisors would apply a systematic approach to ...

My portfolio is approximately $1 million and they are offering a custom portfolio of stocks and bonds with a 60/40 ratio. I am 65 years old and they will meet with me three times a year to make ...

Money is a consistent and looming stressor for many people. However, a change in perspective could help the average person feel more in control of their finances.

Given their growing popularity, you may soon hear about model portfolios from your advisor if you haven’t already. So what are the pros and cons of model portfolios? How do they work?

Hitting the $500,000 portfolio milestone is a ... I'd check in with your adviser on this one as asset allocation is highly personal to each individual. Finally, don't neglect the growth prospects ...