Spreading savings across three "tax buckets" — pretax, Roth and taxable — can help give retirees the flexibility to control when and how much taxes they pay.

At its most basic level, diversification recognizes that asset classes — such as equities and bonds — carry different risks and rewards. By combining multiple sources of ...

Just as investors diversify across stocks, bonds and real estate to reduce volatility, tax diversification spreads exposure ...

“Many retirees misunderstand diversification, presuming it solely involves spreading funds across different bank accounts or varied financial products,” said Tammy Trenta, a financial planner, founder ...

When it comes to our well-being, we’re encouraged to establish healthy habits. Always eat breakfast. Stay hydrated. Exercise several times per week. Investing has its own version “healthy habits,” too ...

Statistics show 80% of business owners have the majority of their wealth tied up in their business. Here are 3 financial diversification strategies for the small business owner. Diversification poses ...

In the second part of their discussion on the First Property Buyer Show, managing editor Liam Garman and deputy editor Emilie ...

Discover Warren Buffett’s view on diversification and why he believes it's a safeguard for those lacking knowledge. Learn the ...

When you’re depending on your savings to do the heavy lifting in retirement, you need to wring out as much income as you can from every dollar of savings. However, if most of your savings are in ...

Spreading your investments across different markets, sectors and asset types may help manage risk while creating potential growth opportunities. Here's how diversification works and why it matters for ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. It's shaping up to be yet another terrific year for U.S. stocks. As such, many investors may be thinking about how to effectively diversify ...