In this special presentation, get the answers to key questions about the quality of your plan, whether your savings are on track with your goals, how to allocate assets, and what to do with assets when you leave your job.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
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.
Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.
Morningstar analyst Josh Charlson helps investors size up 'glide path' changes in their target-date fund series, and also discusses recent target-date performance and fund flow trends.