Q. I have a diverse portfolio if mutual funds, about 50 percent stocks and 50 percent fixed income. With the recent market drops, would I have been better off in a target-date fund? I’m 54.
Q. I know less about investing than my spouse, and we use a financial planner. I feel like the planner sides with my husband and that I’m sometimes bullied into being more aggressive than I want. Am I being defensive or could they just both be right?
With all of the volatility and uncertainty in the stock market these days, those saving for retirement have to keep a few basic rules in mind to balance performance with investment safety.
With the Dow and the S&P 500 setting new record highs this week, New Jersey investors are wondering if the rally on Wall Street will carry over into the New Year.