Baby Boomers (ages 61 to 79 in 2025) held the largest balances, averaging about $599,000, while the Gen X investors (whose oldest members started reaching 60 this year) averaged about $379,000. These ...

I asked Nick a simple question: What’s the worst thing on the planet for a bond portfolio? The answer was simple, too. Rising interest rates. That one force pulled a key thread in traditional ...

The 60/40 portfolio (60% stocks/40% bonds) is the most enduring asset allocation framework in modern investing, and it has only two key objectives: growth and diversification. Two critical assumptions ...

At its most basic level, diversification recognizes that asset classes — such as equities and bonds — carry different risks and rewards. By combining multiple sources of ...

As financial advisors navigate an increasingly complex investment landscape, the traditional 60/40 stock-bond portfolio allocation is facing unprecedented challenges. With heightened market volatility ...

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...

Our list highlights the Top 10 Stocks to Buy from Cathie Wood’s Stock Portfolio. Catherine “Cathie” Wood has been leading the investment management firm ARK Investment Management LLC (“ARK Invest”) as ...