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.
Equity holdings perform well, while inflation hedges lag.
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.
Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz.