Wed, 24 Jul 2013
Read the rest of this article on Morningstar Articles
With lower expected equity returns for the remainder of the year but the thirst for yield still prevalent, investors should consider dollar-cost averaging in and out of positions, says Sage Advisory's Anthony Parish.
Those approaching retirement will want to update their personal balance sheet, optimize their spending budget and asset allocation, make a plan for Social Security, and more, says Baird's Tim Steffen.
©2012 Morningstar Advisor. All right reserved.