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 ...
Many investors overcomplicate the process by building huge portfolios with scores of holdings. Check out a simple three-fund ...
Be sure to set yourself up for success. If you're planning to retire in 2026, you've probably begun what should be a very ...
Retirees face a portfolio puzzle: how to generate returns without losing sleep during market turbulence. The challenge ...
I present a selection of high-yield stocks averaging 6.5% yield, strong business models, and robust total returns suitable for retirement portfolios. Read the full analysis here.
Keep adjusting your portfolio based on your income needs and spending goals. If there's a year when you want to take a big trip and do some home renovations, see if it's possible to work with your ...
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.
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.
If you want a $7.7k monthly income on a $500k portfolio, some may call you crazy, but it is still possible. ETFs like the ...
A well-planned retirement portfolio should ideally be built around several different income buckets. When combined, those sources aim to produce a sustainable withdrawal rate that supports ...
For investors approaching or in retirement, the right stock portfolio balances reliable income, low volatility, and consistent dividend growth. Among six prominent dividend-paying stocks, five stand ...
Retirement accounts clawed back much of what was lost while highlighting how deeply policy shifts can hit workers’ savings.