Business Intelligence | From W.D. Strategies on MSN

The 60/40 rule is dead: What retirement portfolios need in 2025

For decades, the 60/40 portfolio stood as gospel in retirement planning circles. Sixty percent stocks for growth, forty ...
I'm a 65-year-old preparing for retirement within the next three to five years. I'm looking at different types of retirement ...
Many investors overcomplicate the process by building huge portfolios with scores of holdings. Check out a simple three-fund ...
Be sure to set yourself up for success. If you're planning to retire in 2026, you've probably begun what should be a very ...
I present a selection of high-yield stocks averaging 6.5% yield, strong business models, and robust total returns suitable for retirement portfolios. Read the full analysis here.
Retirement portfolios need growing income that outpaces inflation and safety that lets you sleep at night. The best retirement dividend stocks build reliable income streams that compound for decades.
Retirees face a portfolio puzzle: how to generate returns without losing sleep during market turbulence. The challenge ...
Keep adjusting your portfolio based on your income needs and spending goals. If there's a year when you want to take a big trip and do some home renovations, see if it's possible to work with your ...
Retirement is a significant milestone in life, and preparing for it requires thoughtful planning. Baby boomers, who are well ...
Retirement accounts clawed back much of what was lost while highlighting how deeply policy shifts can hit workers’ savings.
For as long as most of us can remember, the idea of retiring with $2.5 million in the “bank,” is something of a dream. The ...
Learn how to fund your retirement cash bucket using appreciated assets, savings, and tax strategies before leaving the workforce. While most retirement portfolios include allocations to stocks and ...