This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Several--but certainly not all--of Morningstar's top-rated managers are overweighting emerging-markets stocks.
Equity holdings perform well, while inflation hedges lag.
Our yield-focused portfolio delivers a lumpy cash flow.
Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Dodge & Cox and T. Rowe Price lead the way.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.
Emerging markets are hot, and here are some benchmarks to ensure you don't go overboard.