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  2. How Much Should I Keep in Stocks, Bonds and Cash in Retirement?

    www.aol.com/finance/heres-much-keep-stocks-bonds...

    There are many different approaches and strategies for retirement investing that might appeal to you. But how do you tell if a certain strategy works for your situation? When evaluating different ...

  3. The 4% rule for retirement: Is it time to rethink this ... - AOL

    www.aol.com/finance/4-percent-rule-retirement...

    The 4% is a retirement planning rule that suggests you can safely withdraw 4% of your retirement portfolio balance each year, adjusted for inflation, without running out of money. It assumes a 30 ...

  4. Ask an Advisor: I'm 65 and Have 82% of My 401(k) in Stocks ...

    www.aol.com/finance/ask-advisor-moving-stocks...

    In my 401(k) retirement plan, I’m 82% stocks. I’m 65 and still working. Should I be moving my stocks to bonds? -Bob While it's not a satisfying answer, the real answer is that "it depends ...

  5. Trinity study - Wikipedia

    en.wikipedia.org/wiki/Trinity_study

    In finance, investment advising, and retirement planning, the Trinity study is an informal name used to refer to an influential 1998 paper by three professors of finance at Trinity University. [1] It is one of a category of studies that attempt to determine "safe withdrawal rates " from retirement portfolios that contain stocks and thus grow ...

  6. Liability-driven investment strategy - Wikipedia

    en.wikipedia.org/wiki/Liability-driven...

    Individual bonds provide the ability to match the cash flows needed, which is why the term "cash flow matching" is sometimes used to describe this strategy. Because the bonds are dedicated to providing the cash flows, the term "dedicated portfolio" or “asset dedication” is sometimes used to describe the strategy.

  7. Retirement Withdrawal Strategies: Maximize Savings and ...

    www.aol.com/finance/retirement-withdrawal...

    Planning a comfortable retirement typically means having more control over your finances. You need to take a look at your investments, savings and cash on hand, but you should consider your living ...

  8. Saving vs. investing: Which strategy works best for growing ...

    www.aol.com/finance/saving-vs-investing...

    A trusted financial advisor can help you create a comprehensive retirement plan that balances saving and investing to meet your goals. ... challenging in retirement. Your portfolio's value can ...

  9. Investment Advisers Act of 1940 - Wikipedia

    en.wikipedia.org/wiki/Investment_Advisers_Act_of...

    Under the Act, a person is generally considered to be an investment adviser by the offering of advice or the making of recommendations on securities as opposed to other types of investments. Securities may be defined under the act as including but not necessarily limited to notes, bonds, stocks (both common and preferred), mutual funds, money ...

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