Plus, news on Bill Gross, Vanguard, Fidelity, BlackRock, and more.
For a pre-retiree, our portfolio includes a larger--and better diversified--stake in bonds.
This equity-heavy portfolio also includes a small dose of high-quality bonds.
This fundamentally weighted exchange-traded fund offers a good way to overweight value stocks in foreign developed market.
An all-passive portfolio for investors with very long time horizons.
Morningstar's newsletter editors reveal where they are seeing the best opportunities in the New Year.
Roundtable Report: At the outset of 2014, Morningstar strategists dig into the market's current valuation and expected return, seek out high-quality U.S. and foreign stock opportunities, size up the role of cash today, assess the Fed's impact on the market, and reveal the best ways to fight inflation.
Although a cap-weighted strategy is low-cost, it does make large bets in risky areas.
Interest in dividend-paying stocks and bonds remained high as the market eyed the Fed.