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 ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. When is the best time to start investing for retirement? Right now. As a ...

Balancing a portfolio involves allocating your assets—i.e., stocks, bonds, real estate, and cash—in a way that aligns with your financial goals, time horizon, and risk tolerance. The goal is to ...

Paying a 1% annual fee to a financial advisor for managing a $2 million investment portfolio is pretty typical, but that doesn’t necessarily mean it’s the right amount for every investor. Even ...