Building a durable retirement portfolio starts with a clear mix of growth, income, and risk control, and Fidelity's lineup offers funds tailored to each of those jobs. I focus here on nine specific ...
(k) index funds may be more heavily weighted toward technology stocks than investors realize, which can expose them to hidden sector-specific risks.
Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. Fidelity bond funds are generally available within Fidelity-run 401(k)s, ...
I have been on Morningstar’s 401(k) committee for more than 25 years. In that capacity, I work with colleagues to choose and monitor the funds available to employees in that plan. Although options for ...
Participating in an employer sponsored 401(k) plan is one of the simplest and most effective ways to build long term ...
Jack Bogle’s timeless investing principles highlight the power of low-cost index funds, keeping costs low, and limiting speculation to a small portion of your portfolio.
Choosing funds for a 401(k) shouldn’t feel like spinning the roulette wheel, but many investors may as well be relying on blind luck. When making decisions in this do-it-yourself process, it’s easy to ...
Your 401(k) fund lineup at work may not stack up with the star-studded roster of the World Series champion Los Angeles Dodgers. And some of your funds may not hug market curves like a well-tuned ...
A big concern that’s common among retirees is not having enough money to cover their expenses. The reality is that many ...
Target-date strategies continue to be the go-to retirement savings vehicle for US workers, with over $4 trillion in assets invested in these investments at the end of 2024. That’s larger than all but ...
Do you know where your retirement savings are invested? When I looked into mine, I discovered that parts of it ran counter to ...