Is a plain-vanilla 60/40 index fund that hard to beat? Apparently so.
Some supposedly staid allocation funds have ventured down the credit-quality ladder.
Equity holdings perform well, while inflation hedges lag.
Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar's Christine Benz.
The love fest with Vanguard Wellington and Wellesley Income continues, but Berkshire Hathaway and J&J have their backers, too.
This retiree looks to get more fully invested and determine whether the stable-value option merits staying put in an old 401(k).
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
Retired investors with a stomach for more risk might consider easing into these funds, says Morningstar's Christine Benz.
Morningstar readers name their favorite core bond funds, TIPS, and allocation vehicles for the middle portion of their portfolios.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.