On bond worries, changes at PIMCO, and the intangible virtue of peace of mind.
One T. Rowe fund is out, but PIMCO-managed funds are staying put despite manager changes.
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.
Readers share where they're holding money they expect to spend within the next year or two.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Retirement beckons, and this couple has some decisions to make.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
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.