Wed, 10 Dec 2014
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Actively managed core bond funds have been able to beat the index in recent years, but investors need to understand why, says Morningstar senior analyst Sarah Bush.
Morningstar's Christine Benz demonstrates how to make a bucket portfolio best work for you, touching on allocation, RMDs, other income sources, and more.
Christine recaps the market's activity for the first half of 2015 and provides a checklist for investors to use to evaluate their portfolios midyear.
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