In a minimalist portfolio, you can get away with three holdings: equity exposure, fixed-income exposure, and cash. Some additional investments for people in retirement would include short-term bonds ...

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

An annuity is a financial product that provides a stream of income over a set period. Annuities are often used in retirement planning as a way to generate income from a lump sum investment. However, ...

A new study titled “How Much Do People Value Annuities and Their Added Features?” from the Center for Retirement Research at Boston College finds that while just 12% of investors with assets of more ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...