Annuities and target date funds are popular assets for households who are either saving for retirement or already in their ...

Baby boomers in target date funds mistakenly believe their retirement savings are protected as they near retirement. Typical ...

I recently wrote about how fund investors’ stake in US equity has drifted higher over the past decade. That increase owes mostly to US stocks’ standout returns over that period, rather than investors’ ...

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 ...

The target date market continues to expand rapidly in 2025, building on last year’s gains, with new trends reshaping how retirement solutions are designed and delivered. The latest mid-year study from ...

Wall Street may be the only place in America where strangers will come up to you out of the blue and try to hand you free money. It doesn’t happen often, but it does happen. And some new research ...

The investment seeks a high level of total return through its target date; Thereafter, the fund primarily seeks high current income and secondarily capital appreciation. Under normal conditions, the ...

PGIM Target Date Fund performance relative to custom benchmarks was mixed in the second quarter. A higher percentage of overall bond exposure allocated to TIPS detracted from results in the quarter.

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 ...