for example, your portfolio will grow to $217,245. That doesn't even include additional contributions. Individuals who build large investment portfolios can eventually generate enough cash flow to ...

2. Assess Asset Allocation Over time, market movements can lead to shifts in your portfolio’s asset allocation. For example, an investment that once represented 60 per cent of your portfolio may have ...

If you are 25 and plan to retire at 65, for example, your time horizon is 40 years. This duration is also called your investment timeline or holding period. Portfolio allocation: The mix of your ...

Tax and Legal Optimization: Strong pre-tax returns can be undermined by poor tax planning. Advisors assist with structuring ...

Setting up a sustainable, long-term investment portfolio isn't as simple as picking ... asset allocation by age on a glidepath. For example, a 2050 target date fund would be suitable for investors ...

Susan Dziubinski is an investment specialist with more than 30 years of experience at Morningstar covering stocks, funds, and portfolios ... for our authors to report on investments fairly ...