Gold-rated Vanguard Wellesley Income's management, proven strategy, and rock-bottom fees inspire confidence for the long term.
Designed for retirees in tax-deferred accounts, these portfolios blend index and active funds.
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.
How would our aggressive bucket portfolio have fared before, during, and after the bear market?
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.