I recently chatted with a retired couple who were looking for a second opinion about their portfolio's asset allocation. The key question: Is 65% in stocks too high for someone in their situation?

Provide a clear and concise summary that highlights key ownership percentages, share classes and total equity.

After the best two-year stretch for the S&P 500 (^GSPC) since the late 1990s, few on Wall Street are calling for an end to the bull market run, and this optimism serves as the key throughline in the ...

It's the Year of the Wood Snake, representing growth, introspection, transformation and a need for patience. What could that ...

Retiree seeks income and growth with SCAP small cap value stock investment for higher returns than S&P 500. Read more on SCAP ...