The effect of Social Security, whether target-date funds make sense, and more.
Readers say diversification and exposure to good companies call for looking beyond the U.S.
We kick off our series of single-family model portfolios with tax-deferred portfolios from the Boston giant.
Readers say greater control over portfolio composition, taxes, and dividends give stocks the edge over funds.
Morningstar's Christine Benz walks investors through the basics of setting up and maintaining a 'bucket' retirement portfolio , including some of her favorite funds for retirees.
Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.
Panel discussion: Christine Benz, advisor Mark Balasa, and Morningstar columnist Mark Miller discuss how withdrawal rates, asset allocation, Social Security decisions, and long-term-care insurance factor into portfolio sustainability.
Setting aside one to two years' worth of living expenses in one bucket can make it easier for retirees to also hold more volatile assets with higher potential returns for the later years of retirement.
Watch the conference again or catch up on anything you missed from our March 21 online event.
Comparing your portfolio with a good target-date fund or a customized benchmark can help you determine how you're doing.