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 .
The Ibbotson Associates founder and Yale professor says diversification did work in 2008. Plus, get his outlook for stocks today.
When you buy any kind of an asset in a less liquid form, you're going to get it at a discount, which means higher returns, says Yale professor, Zebra Capital CIO and Ibbotson founder Roger Ibbotson .
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
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 .
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.
Retirees should be aware of how costs can eat into their portfolio balances, and consider making withdrawal adjustments every year, says Morningstar's David Blanchett.
Data seem to support the approach of using index funds for core positions and active management for smaller-cap and emerging-markets positions, say Ibbotson's John Thompson and Larry Cao.
St. Louis Fed economist Kevin Kliesen weighs the tailwinds of consumer spending, a housing recovery, and corporate cash hoards against the headwinds of increased payroll taxes and slowing income growth.
Vanguard's John Ameriks says annuities carry much value, but real-world issues and other disincentives make the products undesirable for many retirees.