Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
This investor needed help transitioning a stock-heavy portfolio to a more age-appropriate asset allocation.
Do these funds deserve all that money?
Do risk and return go hand in hand over the long term?
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.
A robust team will divide up his responsibilities.
Emerging markets are hot, and here are some benchmarks to ensure you don't go overboard.
Some readers carve out specialized emerging-markets stakes, while others are content with the indirect route.
The bucket strategy helps tee up near-term distributions and set long-term allocations.