Thoughtful evaluation is an important step toward ensuring that the investments inside your retirement plan support your long ...
Business Intelligence | From W.D. Strategies on MSN

What is a target date fund - and is it dragging down your 401(k)?

You open your 401(k) statement and there it sits: a fund with a year somewhere in the title. Maybe it's 2050 or 2040. Simple ...
We’ve been talking about how to build a do-it-yourself retirement plan — one that doesn’t take a finance degree or endless screen time to manage. So far, the plan has been simple: most of your ...
These three ETFs can help you construct a solid retirement portfolio instead of relying on target-date funds for your planning.
The T. Rowe Price Retirement 2025 Fund is part of the increasingly popular category known as target-date funds. These funds invest in global stocks and bonds, shifting the asset mix toward a more ...
Roger Wohlner is a target date fund skeptic. A fee-only financial advisor for both retirement plans and individuals, Wohlner worries that target date funds — which invest in a mix of assets with the ...
Target-date investment strategies accounted for more than $4 trillion in assets across mutual fund and collective investment trust vehicles as of the end of 2024. If target-date funds were a country’s ...
Target-date strategies have become a cornerstone of retirement investing in Canada, particularly within group retirement plans. As more Canadians seek simple, professionally managed solutions, these ...