Despite some changes at the top, the firm remains on solid footing.
The topnotch steward fields serviceable--or better--funds in all major asset classes.
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.
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.