We skinny down the number of holdings for this mid-50s couple who wants to make sure their ample portfolio is on the right track.
Looking for bargains where others are bailing out.
Many investors have probably grown complacent about the risks of mortgage-backed bonds in the face of rising rates.
Bart Geer takes over BlackRock Basic Value, Marsico Capital restructures its debt, and more.
This mild portfolio is geared toward conservative investors with 10-year time horizons.
When it comes to their own funds, some managers invest millions and others invest bupkis.
Long-term flows go negative; muni-bond funds suffer record outflows.
A soon-to-be-retiree deploys her sizable cash stake.