Featuring solid muni funds and index equity offerings, these portfolios are appropriate for investors' taxable accounts.
Low-cost bond funds like Vanguard GNMA, Fidelity Intermediate Muni Income, and Dodge & Cox Income can provide much-needed diversification to an equity-heavy portfolio, says Morningstar's Russ Kinnel.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
To get a handle on funds' downside risks, you need to step into the wayback machine.
Morningstar's directors of personal finance and fund research list some favorite topnotch building blocks for beginning investors.
Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.
Here's a way to pick up a bit of yield in your portfolio while keeping a lid on volatility and taxes.
Consider the tax implications before adding a muni investment to your portfolio.
The bond sell-off appears to have created opportunities for tax-free income, but selectivity counts.