Asset Allocation Articles
Customizing Your Mid-Cap Allocation With ETFs and Mutual Funds
August 2026 by Charles Rotblut, Sam Levine
An examination of the ETF and mutual fund options that can fill the mid-cap domestic equity portion of a portfolio.
August 2026 by Charles Rotblut, Sam Levine
An examination of the ETF and mutual fund options that can fill the mid-cap domestic equity portion of a portfolio.
Mapping the Safe Zone of Retirement Withdrawal Rates
June 2026 by Craig Israelsen
An analysis of three retirement portfolios over 100 years addresses the tension between portfolio longevity and lifestyle goals.
June 2026 by Craig Israelsen
An analysis of three retirement portfolios over 100 years addresses the tension between portfolio longevity and lifestyle goals.
Rethinking Safe Investments in 2026
June 2026 by Jenna Brashear
Hear a variety of ideas for boosting safe money returns from members in the AAII Community.
June 2026 by Jenna Brashear
Hear a variety of ideas for boosting safe money returns from members in the AAII Community.
Choosing an Equity Portfolio You Can Live With—for Life
May 2026 by Paul Merriman
The path matters as much as the returns themselves. The goal is to find a path smooth enough that you will stay on it.
May 2026 by Paul Merriman
The path matters as much as the returns themselves. The goal is to find a path smooth enough that you will stay on it.
Equal Weighting Across Market-Cap Sizes Beats a Total Market Fund
April 2026 by Craig Israelsen
Over 25 years, the growth of a $10,000 portfolio equally weighted between large, mid-size and small stock funds was more than $3,000 higher than that of a total stock market index fund.
April 2026 by Craig Israelsen
Over 25 years, the growth of a $10,000 portfolio equally weighted between large, mid-size and small stock funds was more than $3,000 higher than that of a total stock market index fund.
Asset Class Returns: Highest Returns for International Stocks Since 2012
February 2026 by Charles Rotblut
Developed country stocks saw their returns bounce back in a big way last year.
February 2026 by Charles Rotblut
Developed country stocks saw their returns bounce back in a big way last year.
A One-Page Plan for Simplifying a Late-in-Life Portfolio
January 2026 by Charles Rotblut
AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.
January 2026 by Charles Rotblut
AAII’s PRISM Wealth-Building Process provides a framework for thinking through what simplification looks like for you.
Investing for Life on the Smoother Path
November 2025 by Chris Pedersen
The power of using a 50/50 combination of a target-date fund and U.S. small-cap value over 40 years of saving for retirement.
November 2025 by Chris Pedersen
The power of using a 50/50 combination of a target-date fund and U.S. small-cap value over 40 years of saving for retirement.
A Magic Allocation Recipe: Mixing Factor Investing Into a 60/40 Portfolio
October 2025 by Paul Merriman
Combining a classic stock/bond split with an enhanced equity allocation can add up to more than the sum of the parts.
October 2025 by Paul Merriman
Combining a classic stock/bond split with an enhanced equity allocation can add up to more than the sum of the parts.
Returns for Asset Class Groups: Big Back-to-Back Gains for Large-Cap Stocks
February 2025 by Charles Rotblut
For the first time in nearly a quarter of a century, large-cap stocks rose by more than 20% during each of the last two years.
February 2025 by Charles Rotblut
For the first time in nearly a quarter of a century, large-cap stocks rose by more than 20% during each of the last two years.
Stocks and Diversification Proven to Build Wealth Across Two Centuries
January 2025 by Tudor Pop
A new analysis found that the long-term premium from owning stocks has existed over a longer time period than has been commonly believed.
January 2025 by Tudor Pop
A new analysis found that the long-term premium from owning stocks has existed over a longer time period than has been commonly believed.
It's Hard to Be Great at Everything, Including Investing
November 2024 by Chris Pedersen
Although none of us, or our portfolios, can succeed all the time in all circumstances, we can all strive to improve our fit.
November 2024 by Chris Pedersen
Although none of us, or our portfolios, can succeed all the time in all circumstances, we can all strive to improve our fit.
Meeting Your Asset Allocation Needs With Schwab Funds and ETFs
November 2024 by Cynthia McLaughlin
Charles Schwab offers funds that could make suitable options for AAII’s Asset Allocation Models.
November 2024 by Cynthia McLaughlin
Charles Schwab offers funds that could make suitable options for AAII’s Asset Allocation Models.
12 Hidden Lessons From Investment History
October 2024 by Paul Merriman
Investors who are willing to learn from nearly a century of data can discover some important takeaways.
October 2024 by Paul Merriman
Investors who are willing to learn from nearly a century of data can discover some important takeaways.
Striking the Right Balance Between Growth and Value Stocks
October 2024 by Craig Israelsen
A look at historical performance sheds light on whether favoring growth or value stocks makes a difference.
October 2024 by Craig Israelsen
A look at historical performance sheds light on whether favoring growth or value stocks makes a difference.
Using Vanguard Funds and ETFs for Your Asset Allocation Needs
September 2024 by Cynthia McLaughlin
Vanguard offers a variety of mutual funds and ETFs that can be used for AAII’s Asset Allocation Models.
September 2024 by Cynthia McLaughlin
Vanguard offers a variety of mutual funds and ETFs that can be used for AAII’s Asset Allocation Models.
Filling Your Asset Allocation Needs With T. Rowe Price Funds and ETFs
August 2024 by Cynthia McLaughlin
The T. Rowe Price family offers funds that could make suitable options for AAII’s Asset Allocation Models.
August 2024 by Cynthia McLaughlin
The T. Rowe Price family offers funds that could make suitable options for AAII’s Asset Allocation Models.
Halftime Hustle: Tuning Your Portfolio for the Second Half of the Year
June 2024 by Jenna Brashear
Share your six-month allocation check stories. What changes are you making to ensure you stay on track to achieve your goals?
June 2024 by Jenna Brashear
Share your six-month allocation check stories. What changes are you making to ensure you stay on track to achieve your goals?
How Best to Mitigate Sequence Risk at Retirement
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
June 2024 by Craig Israelsen
A few modest guidelines will naturally insulate a retirement portfolio from both sequence and size of returns risk during the early years of portfolio withdrawals.
Meeting Your Asset Allocation Needs With BlackRock Funds and ETFs
May 2024 by Cynthia McLaughlin
AAII’s Asset Allocation Models can be followed by choosing among these funds from the BlackRock family.
May 2024 by Cynthia McLaughlin
AAII’s Asset Allocation Models can be followed by choosing among these funds from the BlackRock family.
Tempering the Risks of Market-Cap Weighting
April 2024 by Craig Israelsen
Genuine diversification across the various segments of the U.S. equity market is a prudent investment philosophy.
April 2024 by Craig Israelsen
Genuine diversification across the various segments of the U.S. equity market is a prudent investment philosophy.
The Power of Holding Some Cash in a Portfolio
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
March 2024 by Brian Haughey
An allocation to cash can make sense in many portfolios both to reduce risk and, for retirees, to facilitate increased risk.
Returns for Asset Class Groups: Large-Cap Stocks Rebound Back Into the Lead
February 2024 by Charles Rotblut
The rebound in 2023 is very evident in the heat map of the calendar-year returns for the seven major asset class groups.
February 2024 by Charles Rotblut
The rebound in 2023 is very evident in the heat map of the calendar-year returns for the seven major asset class groups.
Asset Allocation Basics: How to Invest
January 2024 by Anine Sus
Get started building your portfolio with tips on asset allocation and how to decide whether to invest in stocks, funds or bonds.
January 2024 by Anine Sus
Get started building your portfolio with tips on asset allocation and how to decide whether to invest in stocks, funds or bonds.
Five Approaches for Allocating Your Retirement Portfolio
November 2023 by Charles Rotblut
Strategies that range from maintaining a high equity allocation to annuitizing fixed expenses all have their proponents.
November 2023 by Charles Rotblut
Strategies that range from maintaining a high equity allocation to annuitizing fixed expenses all have their proponents.
Using Fidelity Funds to Fill Your Asset Allocation Needs
September 2023 by Charles Rotblut
Even if you are limited to choosing among Fidelity funds, you can still build a portfolio based on one of AAII’s allocation models.
September 2023 by Charles Rotblut
Even if you are limited to choosing among Fidelity funds, you can still build a portfolio based on one of AAII’s allocation models.
Incorporating Equal-Weighted Funds Into Your Allocation
June 2023 by Charles Rotblut
Equal-weighted funds hold the same securities as similar market-cap-weighted funds but in different proportions, reducing stock-specific risk.
June 2023 by Charles Rotblut
Equal-weighted funds hold the same securities as similar market-cap-weighted funds but in different proportions, reducing stock-specific risk.
Tilting AAII's Asset Allocation Models to Match Your Growth or Value Style
March 2023 by John Bajkowski
A look at index mutual funds and ETFs that move outside of the neutral blended style by adding a focus on growth or value.
March 2023 by John Bajkowski
A look at index mutual funds and ETFs that move outside of the neutral blended style by adding a focus on growth or value.
Asset Class Group Returns: Short-Term Bonds Lead During a Rough Year
February 2023 by Charles Rotblut
The year 2022 was a tough one for asset allocators as returns were down across the board.
February 2023 by Charles Rotblut
The year 2022 was a tough one for asset allocators as returns were down across the board.
Index Fund Options for AAII's Asset Allocation Models
November 2022 by Charles Rotblut
While we use Vanguard funds for tracking purposes, they are not the only option when using the allocation models as a guideline for your own portfolio.
November 2022 by Charles Rotblut
While we use Vanguard funds for tracking purposes, they are not the only option when using the allocation models as a guideline for your own portfolio.
Why You Should Consider Volatility When Building a Portfolio
October 2022 by Craig Israelsen
One observation from looking at six model portfolios is that focusing on the volatility of your portfolio gives you a more reliable measure of how it is actually behaving.
October 2022 by Craig Israelsen
One observation from looking at six model portfolios is that focusing on the volatility of your portfolio gives you a more reliable measure of how it is actually behaving.
Level3 Passive Portfolio Transitions to Asset Allocation Models
August 2022 by John Bajkowski, Charles Rotblut
Combining elements of AAII’s fund models to capture factor, style and objective tilts that work for you.
August 2022 by John Bajkowski, Charles Rotblut
Combining elements of AAII’s fund models to capture factor, style and objective tilts that work for you.
Using Your Portfolio's Asset Mix to Control Your Risk
August 2022 by Wayne A. Thorp
Once you know your risk capacity, you can make adjustments to your portfolio to arrive at the optimal allocation for you.
August 2022 by Wayne A. Thorp
Once you know your risk capacity, you can make adjustments to your portfolio to arrive at the optimal allocation for you.
Strategies for Determining How Much You Can Spend in Retirement
May 2022 by Charles Rotblut, Wade Pfau
William Bengen’s floor and ceiling rule is one approach that is simple and works fairly well.
May 2022 by Charles Rotblut, Wade Pfau
William Bengen’s floor and ceiling rule is one approach that is simple and works fairly well.
The Pains and Gains of Investing
April 2022 by Paul Merriman
A look at hypothetical performance for five simple equity portfolios can help you choose which risk measures matter the most to you.
April 2022 by Paul Merriman
A look at hypothetical performance for five simple equity portfolios can help you choose which risk measures matter the most to you.
A New Perspective on Withdrawal and Allocation Strategies for Retirees
March 2022 by Wade Pfau
Factoring in worst-case scenarios for your early years of retirement helps ensure your portfolio lasts.
March 2022 by Wade Pfau
Factoring in worst-case scenarios for your early years of retirement helps ensure your portfolio lasts.
Asset Class Group Performance: Large Caps Lead in 2021
February 2022 by Charles Rotblut
The importance of diversification becomes clear when looking at a heat-map ranking of the asset class groups by their performance for each of the last 10 years.
February 2022 by Charles Rotblut
The importance of diversification becomes clear when looking at a heat-map ranking of the asset class groups by their performance for each of the last 10 years.
Actionable Steps That Will Get You to Your Life Goals
October 2021 by Jack Brennan
Meeting your lifetime goals involves having a good portfolio balance and diversification, making wise decisions about income and putting a solid financial plan in place.
October 2021 by Jack Brennan
Meeting your lifetime goals involves having a good portfolio balance and diversification, making wise decisions about income and putting a solid financial plan in place.
Meaningful Diversification Can Lead to Higher Returns
October 2021 by Charles Rotblut, Chris Pedersen
The author of “2 Funds for Life” discusses the trick to diversification, why holding a small number of funds works and the power of making “nudge” withdrawals.
October 2021 by Charles Rotblut, Chris Pedersen
The author of “2 Funds for Life” discusses the trick to diversification, why holding a small number of funds works and the power of making “nudge” withdrawals.
AAII Resources for Making Intelligent Asset Allocation Decisions
July 2021 by Wayne A. Thorp
The AAII tools and resources highlighted here can help you to structure your portfolio to maximize your returns.
July 2021 by Wayne A. Thorp
The AAII tools and resources highlighted here can help you to structure your portfolio to maximize your returns.
The Building Blocks of a Successful Portfolio Allocation
April 2021 by Charles Rotblut
The mix of assets held primarily determines the returns you will realize. The other keys are sticking to your strategy and making periodic adjustments to keep your allocations at the desired level.
April 2021 by Charles Rotblut
The mix of assets held primarily determines the returns you will realize. The other keys are sticking to your strategy and making periodic adjustments to keep your allocations at the desired level.
The Impact of Asset Allocation on Retirement Income
April 2021 by Craig Israelsen
A look at the trade-offs in retirement using two popular withdrawal strategies if you build a more aggressive or more conservative portfolio.
April 2021 by Craig Israelsen
A look at the trade-offs in retirement using two popular withdrawal strategies if you build a more aggressive or more conservative portfolio.
Simple Guidelines Can Help You Master Portfolio Allocation
September 2020 by Charles Rotblut
Allocation strategies don’t work if you can’t consistently adhere to them. Where most investors fail is simply not getting the basic mix of stocks, bonds and cash right over the long term.
September 2020 by Charles Rotblut
Allocation strategies don’t work if you can’t consistently adhere to them. Where most investors fail is simply not getting the basic mix of stocks, bonds and cash right over the long term.
The Changes Made to AAII's Asset Allocation Models
September 2020 by Charles Rotblut
The AAII Asset Allocation Models serve as guidelines individual investors can use to construct appropriate portfolios. We updated two of the models.
September 2020 by Charles Rotblut
The AAII Asset Allocation Models serve as guidelines individual investors can use to construct appropriate portfolios. We updated two of the models.
The Four Asset Classes With Great Long-Term Performance
September 2020 by Paul Merriman
If you apply the lessons of the past 90 years, it’s reasonable to expect favorable returns from following simple strategies that combine a few key asset classes.
September 2020 by Paul Merriman
If you apply the lessons of the past 90 years, it’s reasonable to expect favorable returns from following simple strategies that combine a few key asset classes.
AAII Members Found to Have Better Allocation Skills
April 2020 by Matthew Bajkowski
AAII members as individual investors tend to slightly increase and decrease the stock allocation of their portfolios in reaction to the performance of the market, according to a third-party study of responses to AAII’s monthly Asset Allocation survey.
April 2020 by Matthew Bajkowski
AAII members as individual investors tend to slightly increase and decrease the stock allocation of their portfolios in reaction to the performance of the market, according to a third-party study of responses to AAII’s monthly Asset Allocation survey.
Rebalancing Update: First Signal in Six Years to Adjust Allocations Issued
March 2020 by Charles Rotblut
A signal to rebalance one of our model portfolios was given following last year’s big run up in large-cap stocks.
March 2020 by Charles Rotblut
A signal to rebalance one of our model portfolios was given following last year’s big run up in large-cap stocks.
Low Interest Rates Are Impacting Individual Investors’ Portfolio Allocations
November 2019 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
A survey of AAII members brought out a range of opinions on where rates are headed and insights into what they are specifically doing about it.
November 2019 by Charles Rotblut, Matthew Bajkowski, Ryan Reeh
A survey of AAII members brought out a range of opinions on where rates are headed and insights into what they are specifically doing about it.
Clarifying the Purpose of Diversification
September 2019 by Craig Israelsen
Broad, multi-asset-class diversification allows us to produce an equity-like return while substantially reducing the volatility of returns in the portfolio.
September 2019 by Craig Israelsen
Broad, multi-asset-class diversification allows us to produce an equity-like return while substantially reducing the volatility of returns in the portfolio.
Basic Truths About Asset Allocation: A Consensus View Among the Experts
July 2019 by William Reichenstein
This classic article from the October 1996 AAII Journal offers up general asset allocation guidelines for a “typical” investor.
July 2019 by William Reichenstein
This classic article from the October 1996 AAII Journal offers up general asset allocation guidelines for a “typical” investor.
Asset Allocation, RMDs and Portfolio Survival
April 2017 by Craig Israelsen
A diversified portfolio not only increases return relative to risk, it can also boost the amount of income provided by RMDs.
April 2017 by Craig Israelsen
A diversified portfolio not only increases return relative to risk, it can also boost the amount of income provided by RMDs.
Asset Returns During High and Low Inflationary Periods
December 2016 by Craig Israelsen
Large-cap stocks have performed well when inflation has been low, while commodities, real estate and small-cap stocks have led when inflation was high.
December 2016 by Craig Israelsen
Large-cap stocks have performed well when inflation has been low, while commodities, real estate and small-cap stocks have led when inflation was high.
The Advantages of Simple Allocation Strategies
November 2015 by Wesley R. Gray
Complex strategies do not significantly outperform simpler ones, such as equal-weighting or a 60% stocks/40% bond mix.
November 2015 by Wesley R. Gray
Complex strategies do not significantly outperform simpler ones, such as equal-weighting or a 60% stocks/40% bond mix.
Building a Balanced Portfolio: An Unconventional Allocation
June 2015 by Alex Shahidi
A four-asset-class portfolio weighted by volatility performs as well as a traditional 60/40 portfolio, but with less volatility.
June 2015 by Alex Shahidi
A four-asset-class portfolio weighted by volatility performs as well as a traditional 60/40 portfolio, but with less volatility.
Updating Modern Portfolio Theory for Investor Behavior
April 2012 by Greg B. Davies, Arnaud de Servigny
The optimum portfolio is not only based on the expected risk and return of the investments, but considers an investor’s tolerance for risk.
April 2012 by Greg B. Davies, Arnaud de Servigny
The optimum portfolio is not only based on the expected risk and return of the investments, but considers an investor’s tolerance for risk.
Adding Alternative Investments to a Stock/Bond Portfolio
July 2011 by Charles Rotblut, Phil DeMuth
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
July 2011 by Charles Rotblut, Phil DeMuth
The risks of a traditional 60% stocks/40% bonds portfolio can be lowered by adding funds that invest in real estate, commodities and hedge-fund strategies.
Allocation in Retirement: A Flat Glide Path Always Make Sense
July 2010 by Josh Cohen
For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade-off.
July 2010 by Josh Cohen
For any downward sloping glide path of equity allocation once you hit retirement, a flat one can be created that is better in terms of its risk and reward trade-off.
How Much Should You Have in Equities Until Retirement?
July 2010 by Jerome Clark
A more conservative investment strategy might not do as well as a more aggressive strategy.
July 2010 by Jerome Clark
A more conservative investment strategy might not do as well as a more aggressive strategy.
The Benefits of Modern Portfolio Theory
June 2010 by Charles Rotblut
It is possible to both lower risk and generate higher returns at the same time.
June 2010 by Charles Rotblut
It is possible to both lower risk and generate higher returns at the same time.
The Real-World Lessons From Investment Theory
January 2006 by William Reichenstein
Modern Portfolio Theory is the accepted approach to portfolio management today. But many investors are unfamiliar with the underlying principles. What you need to learn from investment theory, and how to apply it to your real-world investment portfolio.
January 2006 by William Reichenstein
Modern Portfolio Theory is the accepted approach to portfolio management today. But many investors are unfamiliar with the underlying principles. What you need to learn from investment theory, and how to apply it to your real-world investment portfolio.
Picking the Right Tax Pocket for Your Assets
November 2005 by AAII Staff
A 401(k) plan can help minimize the amount of money Uncle Sam grabs from your pockets. But if you have taxable savings in addition to your 401(k), the best way to limit Uncle Sam's reach is to make sure you are putting the right assets into the right pocket - either taxable savings accounts or tax-deferred 401(k) accounts. A look at how to make the "asset location" decision.
November 2005 by AAII Staff
A 401(k) plan can help minimize the amount of money Uncle Sam grabs from your pockets. But if you have taxable savings in addition to your 401(k), the best way to limit Uncle Sam's reach is to make sure you are putting the right assets into the right pocket - either taxable savings accounts or tax-deferred 401(k) accounts. A look at how to make the "asset location" decision.
"For Long-Term Investors, the Focus Should Be on Risk"
June 2005 by AAII Staff
When determining the optimal allocation for your own portfolio, it's best to focus first on how much you are able and willing to lose.
June 2005 by AAII Staff
When determining the optimal allocation for your own portfolio, it's best to focus first on how much you are able and willing to lose.
Maintaining the Flow: Will Foreign Stocks Help Your Retirement Portfolio?
May 2004 by Carl M. Hubbard
Recent studies call into question the risk-reduction benefits of international diversification. Retirees want to know if foreign stocks can improve their portfolio performance enough to allow them to withdraw more each year.
May 2004 by Carl M. Hubbard
Recent studies call into question the risk-reduction benefits of international diversification. Retirees want to know if foreign stocks can improve their portfolio performance enough to allow them to withdraw more each year.
Retiree Stock Allocation Recommendations: Do You Fit the "Mold"?
February 2004 by William Reichenstein
How much of your portfolio should be invested in stocks if you are living off of your retirement savings? A look at where the professional advisors agree and disagree concerning the "typical" investor.
February 2004 by William Reichenstein
How much of your portfolio should be invested in stocks if you are living off of your retirement savings? A look at where the professional advisors agree and disagree concerning the "typical" investor.
Allocation During Retirement: Adding Annuities to the Mix
November 2003 by William Reichenstein
At its most basic level, the decision to annuitize involves the trade-off between longevity risk and the bequest motive: The major advantage of annuitization is the reduction in longevity risk.
November 2003 by William Reichenstein
At its most basic level, the decision to annuitize involves the trade-off between longevity risk and the bequest motive: The major advantage of annuitization is the reduction in longevity risk.
Five Big Lessons From Market History
February 2003 by AAII Staff
The period from 1987 to 2002 encompassed the extremes, including two severe bear markets and one long bull market. How would various asset allocation strategies have fared during this time period? A valuable financial market history lesson.
February 2003 by AAII Staff
The period from 1987 to 2002 encompassed the extremes, including two severe bear markets and one long bull market. How would various asset allocation strategies have fared during this time period? A valuable financial market history lesson.
Valuing Your Pension Benefits and the Asset Allocation Implications
July 2002 by William W. Jennings
Asset allocation should be based on the family's extended portfolio that includes the present values of income from Social Security and pension plans. Including these values may have dramatic investment implications.
July 2002 by William W. Jennings
Asset allocation should be based on the family's extended portfolio that includes the present values of income from Social Security and pension plans. Including these values may have dramatic investment implications.
Asset Allocation and Retirement: Do You Need to Make a Change?
October 1999 by AAII Staff
The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
October 1999 by AAII Staff
The asset allocation decision should not be based on your age or your stage in life, but rather by your time horizon, your risk tolerance, and your return needs.
What Assets "Count" as Part of Your Total Investment Portfolio?
October 1997 by Maria Crawford Scott
Sorting out which assets to include and exclude when defining your investment portfolio: A case study.
October 1997 by Maria Crawford Scott
Sorting out which assets to include and exclude when defining your investment portfolio: A case study.
Basic Truths About Asset Allocation: A Consensus View Among the Experts
October 1996 by William Reichenstein
There is a surprising amount of agreement among many investment professionals concerning the appropriate asset mix for the “typical” investor.
October 1996 by William Reichenstein
There is a surprising amount of agreement among many investment professionals concerning the appropriate asset mix for the “typical” investor.
Strategies for Married Couples: How to Coordinate Your Plans
July 1996 by AAII Staff
Most people think of their 401(k) plans allocations in isolation. But for married couples, it may be better to "marry" your allocation strategies as well. A look at the coordinated approach to retirement investing.
July 1996 by AAII Staff
Most people think of their 401(k) plans allocations in isolation. But for married couples, it may be better to "marry" your allocation strategies as well. A look at the coordinated approach to retirement investing.
Assessing Your Portfolio Allocation From a Retiree's Point of View
May 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Retirees need to check their portfolios periodically to ensure that savings will last. Assessing your portfolio: A case study.
May 1996 by Maria Crawford Scott
Portfolio Strategies Workshop: Retirees need to check their portfolios periodically to ensure that savings will last. Assessing your portfolio: A case study.