This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
A handful of funds have gotten all the love in the wake of Bill Gross' departure from PIMCO, but investors can widen their scope.
On bond worries, changes at PIMCO, and the intangible virtue of peace of mind.
One T. Rowe fund is out, but PIMCO-managed funds are staying put despite manager changes.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.