It gets to the heart of one of the greatest retirement red flags that no one talks about: Americans having too many accounts.

Monitoring the progress of a 401 (k) balance on a consistent basis allows investors to make informed adjustment decisions such as contribution rate or asset allocation. 401 (k) providers typically ...

Hitting the right asset allocation (stocks versus bonds) can be a tough balance to achieve if you don't fully understand your risk profile. It's not just your age or ability to take risks that counts; ...

An asset allocation fund diversifies investment portfolios across multiple asset classes like stocks, bonds, and cash. Learn ...

Margaret Giles: Hi, I’m Margaret Giles for Morningstar. If you’re like many investors, the up-and-down market of the past few months may have prompted you to question your portfolio’s asset allocation ...

What Is Strategic Asset Allocation? Strategic asset allocation refers to the long-term investment strategy that involves allocating a portfolio's assets among different asset classes to achieve an ...

Chirag Muni of Anand Rathi Wealth emphasizes goal-based investing and disciplined SIPs for building resilient portfolios in ...

On August 7, 2025, President Trump signed an executive order titled “Democratizing Access to Alternative Assets for 401(k) Investors,” designed to open the use of alternative investments, including ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...