In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz .
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.
Consider these 529 plan strategies, tax and financial aid implications, and more when saving for grandkids.
If your plan has high fees, no company match, or poor investment choices, let the data do the talking and be politely persistent, says Morningstar's Christine Benz .
Instead of timing the ups and downs, investors should hold stocks for the long run and look to short-duration bonds as portfolio diversifiers, says Zebra Capital Management's Roger Ibbotson.
New research shows that holding unpopular stocks and avoiding hot ones can lead to outperformance over time, says Zebra Capital Management's Roger Ibbotson.