We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Here's a way to pick up a bit of yield in your portfolio while keeping a lid on volatility and taxes.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
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 revisit our original bucket portfolio, check up on performance, and make a few tweaks.
The bucket strategy helps tee up near-term distributions and set long-term allocations.
Retirement beckons, and this couple has some decisions to make.
The Fed's taper dominated the headlines in August, but investors were looking for undervalued stocks, yield, and international opportunities.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
Duration and credit quality only tell part of the story.