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?
Several--but certainly not all--of Morningstar's top-rated managers are overweighting emerging-markets stocks.
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.
Decide what attributes you value most, then go from there.
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.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Our yield-focused portfolio delivers a lumpy cash flow.