Savers and retirees alike can turn to our portfolios for ideas about asset allocation, benchmarking, and specific investments, says Christine Benz.
A look at finance professor Wesley Gray's new exchange-traded fund.
The motivations under the non-fiduciary and fiduciary business models are vastly different, which results in the recommendation of quite different financial products for clients, writes Scott Simon of Prudent Investor Advisors.
Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.
See what we recommend for those with a higher risk capacity.
This group of funds offers a balance of total return and stability.
A bucket approach to retirement investing can be both sensible and streamlined with these tips from Morningstar's Christine Benz.
Equity holdings perform well, while inflation hedges lag.
Andrew Gogerty Vice President, Investment Strategies The growing popularity of ETF investing has led to a rapid expansion of ETF managed portfolio strategies available to the advisor and intermediary marketplace. Morningstar’s first ETF Managed Portfolio Landscape Report, released in January 2011, ...