Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio, including some of her favorite funds for retirees.
Is a plain-vanilla 60/40 index fund that hard to beat? Apparently so.
This retiree looks to get more fully invested and determine whether the stable-value option merits staying put in an old 401(k).
Some readers favor the flexibility of a sprawling portfolio, while others prefer a simpler approach.
Retired investors can tilt their portfolios to the safer side with these funds, says Morningstar's Christine Benz.
Some supposedly staid allocation funds have ventured down the credit-quality ladder.
Equity holdings perform well, while inflation hedges lag.
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.
We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.