This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Equity holdings perform well, while inflation hedges lag.
Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz.
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.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
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.