This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
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.
Whether you're hunting for bargains or seeking simple solutions when investing your 2013 IRA contribution, we've got some ideas for you.
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.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.