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  1. A Young Power Couple's Kickstart Portfolio

    With "massive" student debt loads receding in the rearview mirror, a young professional couple fires up their investment plan.

  2. How Much Longer Do I Need to Work?

    Nearly 70, a pre-retiree seeks guidance on his portfolio's viability--and its next steps.

  3. Navigating a 'No-Pension' Retirement

    This retiree looks to get more fully invested and determine whether the stable-value option merits staying put in an old 401(k).

  4. How to Relish the Now While Planning for Retirement

    A couple mulls lifestyle changes while also keeping an eye on a portfolio's future growth.

  5. A Moderate Mutual Fund Portfolio in 3 Buckets

    We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.

  6. PIMCO Total Return: Not Fussing

    The story is messier than the investment results will be.

  7. Know Your Fund Company's Achilles' Heel

    Ideas for complementing a portfolio skewed toward one fund company.

  8. Know Your Fund Company's Achilles' Heel

    Ideas for complementing a portfolio skewed toward one fund company.

  9. Family Blind Spots

    A firm’s mutual funds tend to share characteristics. Here’s how to diversify a portfolio laden with one family’s offerings.

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