Fixed-income investments are still necessary, but with tight credit spreads right now, obtaining extra yield carries heavy risks, says Zebra Capital chairman Roger Ibbotson .
Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.
Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.
Certain job characteristics, real estate assets, small-business ownership stakes, and pensions could require a more customized investment allocation, says Morningstar Investment Management's David Blanchett.
Equity investors looking for higher returns should consider low-volatility, less liquid stocks, which outperform their higher-risk peers over the long term, says Zebra Capital chairman Roger Ibbotson .
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
Investors unnecessarily move between asset classes at the wrong time, effectively upending their portfolios' ideal allocations, says Morningstar's John Rekenthaler.
Retirement-plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre-retirees remain more inactive than they should be, says Vanguard's John Ameriks.
Strategy changes, poor stewardship, and asset bloat are among the many possible red flags that shareholders of actively managed funds should recognize to know whether to sell or stay invested.