There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.
Firm seeks to ultimately combine the tactical fund into Vanguard Balanced Index .
Is a plain-vanilla 60/40 index fund that hard to beat? Apparently so.
Performance tends to persist in the short run, but betting on long-term losers can be a winning strategy.
Christine Benz's 2000-2012 simulations for bucketed retiree portfolios produced some interesting takeaways on rebalancing, the 4% rule, and more.
Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson.
Investors looking to upgrade, diversify, and simplify their portfolios can start here, says Morningstar's Christine Benz.
Plus, SEC addresses soft dollars, Gabelli settles, and more.
Having conviction in your belief system can help you act with discipline.
How would an even simpler retirement portfolio have fared during the bear market?