Gold-rated Vanguard Wellesley Income's management, proven strategy, and rock-bottom fees inspire confidence for the long term.
There are plenty of funds to like in our new allocation 50% to 70% equity Morningstar Category.
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.
Equity holdings perform well, while inflation hedges lag.
Some supposedly staid allocation funds have ventured down the credit-quality ladder.
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.
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.