Do these funds deserve all that money?
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Do risk and return go hand in hand over the long term?
Several--but certainly not all--of Morningstar's top-rated managers are overweighting emerging-markets stocks.
We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
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?
Decide what attributes you value most, then go from there.