Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz .
Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar's Christine Benz .
Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz .
Passive funds continued to attract investor dollars in July, but active management is still preferred for overseas exposure.
Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.
In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.
Investors looking to upgrade, diversify, and simplify their portfolios can start here, says Morningstar's Christine Benz .
Despite equities' strong returns, investors remain unexcited about stocks and instead continue to put more money to work in bond funds.
After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.
Investors can wring more yield from their cash by using online banks, says Gary Zimmerman, founder of cash-management solution Max.