We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
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.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
The outlook for bonds is just as cloudy as ever, but Morningstar's Miriam Sjoblom and Marta Norton offer helpful tips for setting the right expectations and creating a game plan in today's challenging bond market.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?