The cost is often higher volatility.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
Despite some changes at the top, the firm remains on solid footing.
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.
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?
On bond worries, changes at PIMCO, and the intangible virtue of peace of mind.