We've designed these portfolios to maximize returns while limiting Uncle Sam's take.
Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.
When it comes to overseas equities, many readers say they're staying put while others are adding to or subtracting from their exposure.
Stock, fund, and ETF ideas for investors who are putting new money to work and don't mind some short-term volatility along the way.
An all-passive portfolio for investors with very long time horizons.
Here are six simple ways to make sure your spouse is 'set'--in every respect.
Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.
Roundtable report: Morningstar strategists offer up their best ideas for a fully valued, low-yield market with few attractive choices.
We revisit and make a modification to our portfolio for those with shorter time horizons.
We made one small adjustment to this ETF portfolio for retirees with midrange time horizons.