I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

In a minimalist portfolio, you can get away with three holdings: equity exposure, fixed-income exposure, and cash. Some additional investments for people in retirement would include short-term bonds ...

Let’s walk through how to build a portfolio around them. What Are Index Funds & Why They’re Useful Before getting into the “how,” it helps to understand why many investors prefer index funds, ...

I introduced the Simple Retirement Portfolios more than two years ago. Portfolios are meant to provide retirees with a simple, yet effective way to invest their retirement savings, with varying levels ...