My colleague John Rekenthaler recently observed that the problem with target-date fund research is that researchers need to find dramatic conclusions to get any attention, and this has led to ...

Adam Hayes, Ph.D., CFA, is a financial writer with 15+ years Wall Street experience as a derivatives trader. Besides his extensive derivative trading expertise, Adam is an expert in economics and ...

Susan Dziubinski: Hi, I'm Susan Dziubinski with Morningstar. New research from Morningstar shows that the glide paths of target-date funds continue to shift more heavily toward equities. What does ...

Zachary Rayfield, head of goals-based investing research in Vanguard's Investment Strategy Group, spoke about the use of glide paths at the Investments & Wealth Institute's Strategy Forum in New York ...

While glide paths are an institutionalized process in target date funds, most investors follow some sort of glide path process – ad hoc or not – that reduces their risk profile over their investment ...

A common assumption for withdrawal rate studies is that the asset allocation remains fixed throughout retirement and is rebalanced to the targeted allocation every year. For this discussion, we will ...