ForbesRetirement PlanningSudden Wealth

Is 10 Million Enough to Retire?

Can you retire on 10 million dollars? For many Americans, this hefty sum would far exceed retirement needs and may even lead to generational wealth. However, individuals with high incomes often require a larger portfolio to maintain their lifestyle in retirement. Or if you're expecting sudden wealth from stock options…
Kristin McKenna
January 17, 2022
DiversificationForbesInvestingManaging RiskRebalancing

Here’s Why it Might be a Good Time to Rebalance Your Portfolio

Rebalancing your portfolio is an important part of managing your money. Rebalancing means buying and selling positions in your portfolio to get back to your original asset allocation. When one asset class significantly outperforms another, your portfolio drifts from its starting investment mix. This is important because unless you periodically rebalance,…
Kristin McKenna
December 6, 2021