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Harbor Bond Instl

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  4. Investing
  1. Sandwich Generation Couple Plots Transition to Retirement

    Retirement beckons, and this couple has some decisions to make.

  2. A Young Retiree's Portfolio Grows Up

    This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.

  3. Jacobson's Bond Fund Picks for Retirees

    Morningstar's director of fixed-income research offers up his picks for the core of your portfolio, go-anywhere flexibility, short-term savings, inflation protection, and aggressive kickers.

  4. These Core Bond Funds Earn Top Marks

    We use our screening tool to go for the Gold and Silver.

  5. Our Mostly Patient Approach to Analyst Ratings

    See how the analyst ratings and star ratings for funds change over time.

  6. New April 2013 Model Portfolios

     

  7. Model Portfolios for January 2013

     

  8. The Value of Doing Your Research

     

  9. New Stock and Bond Fund Model Portfolios for July 2012

    I am not in any way affiliated with any of the funds and/or fund companies I write about

  10. A Sample Retirement Portfolio Using the Bucket Approach

    This aggressively positioned portfolio illustrates how this increasingly popular strategy works.

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