Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...

“Many retirees misunderstand diversification, presuming it solely involves spreading funds across different bank accounts or varied financial products,” said Tammy Trenta, a financial planner, founder ...

When it comes to our well-being, we’re encouraged to establish healthy habits. Always eat breakfast. Stay hydrated. Exercise several times per week. Investing has its own version “healthy habits,” too ...

Anyone trying to build a good portfolio should take note that asset classes such as real estate and high-yield corporates that are often touted as being good diversifiers might not live up to the hype ...

When you’re depending on your savings to do the heavy lifting in retirement, you need to wring out as much income as you can from every dollar of savings. However, if most of your savings are in ...

Statistics show 80% of business owners have the majority of their wealth tied up in their business. Here are 3 financial diversification strategies for the small business owner. Diversification poses ...

Spreading your investments across different markets, sectors and asset types may help manage risk while creating potential growth opportunities. Here's how diversification works and why it matters for ...

Key Takeaways In a recent survey of over 1,000 investors, about 86% of high-risk retirees failed to meet a basic asset diversification benchmark.Financial experts caution against overly relying on ...

Simplify launches the CTAP ETF, combining full U.S. equity exposure with a 100% managed futures strategy in one capital-efficient fund.

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. It's shaping up to be yet another terrific year for U.S. stocks. As such, many investors may be thinking about how to effectively diversify ...