Tag: portfolio management

Dollar-Cost Averaging and Rebalancing: Core Strategies for Long-Term Investment Success

Explore the benefits of dollar-cost averaging and regular portfolio rebalancing to optimize long-term investment growth and risk management in retirement planning.

New Retirement Realities: Evolving Models & Strategies Amid Longer Lifespans

Explore how longer lifespans and pension decline reshape retirement planning with new saving and withdrawal strategies, portfolio adjustments, and income solutions like QLACs.

Key Low-Volatility Stocks for Stable U.S. Investment Portfolios

Explore three key low-volatility stocks, including IMAX, Morningstar, and Everest Group, offering stability and consistent performance for U.S. investment portfolios amid market fluctuations.

Key Retirement Planning Insights: Crypto Allocation, Target Date Funds, and Medicare Premiums

Explore expert insights on retirement planning with crypto allocations, target date fund strategies, and managing rising Medicare Part B premiums for optimal retirement outcomes.

U.S. Life Insurers Shift to Residential Mortgages in Investment Portfolios

U.S. life insurers are increasing investments in residential mortgages, shifting from commercial loans, impacting portfolio composition, credit quality, and risk metrics.

Morningstar 2025 Report Updates Retirement Safe Withdrawal Rate to 3.7%

Morningstar's 2025 retirement income research adjusts the safe withdrawal rate to 3.7%, examines dynamic spending strategies, Social Security timing, and annuities, offering insights for U.S. insurance and financial professionals.