Discover some of the top Balanced Allocation ETFs to buy now that may align with your risk tolerance and generate cash flow.

The violations stem from a 2020 change where Vanguard lowered the minimum investment requirement for its institutional target ...

Target-date retirement funds, meant for those saving and spending in retirement, approach the problem in many ways. While some target-date asset allocators continually change the asset mix well ...

Investors in the funds furthest from retirement start with 90% in stocks ... both of which contribute to the research that underpins this target-date series. He’s also vice chair of Vanguard ...

Investors can boost their after-tax returns by pairing assets with taxable accounts or tax-advantaged retirement accounts like 401(k) plans and IRAs.

Electric power utility Evergy Inc. was hit with a proposed class action saying its employees’ 401(k) plan is filled with ...

The mutual fund titan harmed investors by failing to disclose risks relating to capital gains distributions in its retail ...

This prompted many retirement plan investors to sell shares of the Investor TRFs and switch to institutional target-date funds. However, this triggered capital gains taxes for those sellers.

An investigation by the S.E.C. and several states found that the company had failed to notify investors of changes in the ...

agreed to pay the sum for alleged "misleading statements" over the tax consequences of reducing the asset minimum for a low-cost version of its Target Retirement Funds. Lowering the asset minimum ...