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.
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.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?