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 ...
Retirement is a significant milestone in life, and preparing for it requires thoughtful planning. Baby boomers, who are well into retirement, aren’t yet completely prepared.
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.
Many investors overcomplicate the process by building huge portfolios with scores of holdings. Check out a simple three-fund ...
My Retirement Saver portfolios, which are geared toward people who have several—or possibly many—years until retirement, hold anywhere from 50% to 95% in stocks. Thus, it’s little wonder that all of ...
Flexible in-retirement portfolio spending strategies result in the highest lifetime withdrawals. Static withdrawal systems do a good job of leaving a high amount of assets left over at the end of a 30 ...
Johnson & Johnson (NYSE:JNJ) ranks among the top stocks for an early retirement portfolio. On June 13, Johnson & Johnson (NYSE:JNJ) announced that patients with relapsed or refractory large B-cell ...
A longtime industrial plant manager was eager to retire. He even had numbers written on his truck’s visor that no one, not even his wife, knew what they meant. It was his retirement date. He saved, ...
To assess just how different retirement could look, I asked ChatGPT what the "new normal" for retirees will look like next ...
Balancing your portfolio spreads your risks across asset classes. Checking your portfolio at regular intervals allows you to make tweaks as needed. A professional advisor can provide fresh eyes to ...
Let's start with the obvious: How a person withdraws money from their retirement portfolio matters. If thoughtfully executed, portfolio withdrawals need not capsize a retirement portfolio. Processing ...