Even with retirement on the horizon, our portfolio maintains a sizable equity weighting.
Neither income-centric nor strictly total return, a hybrid distribution approach charts a steady course for our retirement bucket portfolio.
Equity holdings perform well, while inflation hedges lag.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Readers share where they're holding money they expect to spend within the next year or two.
Invest, splurge, help the kids? Morningstar.com readers share their plans for their windfalls.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
Here's a way to pick up a bit of yield in your portfolio while keeping a lid on volatility and taxes.