Category: Portfolio

  • Four-Step Guide for 401(k) Retirement Investing

    Four-Step Guide for 401(k) Retirement Investing

    Navigating the complex world of 401(k) retirement investing can be daunting, especially when faced with many investment options. However, by following these four simple steps, you can strategically plan your investments and maximize your returns. Let’s delve into each step to ensure you make informed decisions for a secure financial future. Step 1: Decide your…

  • Asset Allocation Portfolio Templates for 401(k) Investments

    Asset Allocation Portfolio Templates for 401(k) Investments

    The following asset allocation portfolio templates are derived from renowned lazy portfolios. Depending on the available asset classes encompassed by the investment options in your plan, you select a template portfolio and then meticulously adjust risk asset allocation based on the risk profile determined for the account. Major core assets Generally, investment options in a…