Target date retirement funds are fairly recent inventions created by investment brokerages to simplify the lives of investors. Target date retirement funds take care of asset allocation for you, adjusting holdings to a more conservative mix as you near a fund’s target year, presumably a date near your retirement date. As the fund nears the target… Continue reading Target Date Retirement Funds – Silver Bullet?
Happy 236th birthday to our wonderful country! I wish you and your loved ones a happy and blessed Fourth of July.
In the past, I typically looked at four criteria to evaluate mutual funds for my retirement portfolio: Asset Allocation – The asset classes (i.e., stocks, bonds, cash, etc.) I have chosen to invest in based on my timeline and risk tolerance. Since retirement is in the distant future, I’m willing to incur more risk in… Continue reading Grow Your Retirement Portfolio with Dividends