We check up on performance and recommend a small tweak in our portfolio geared toward those with shorter time horizons.
For retirees tapping their assets, the rules on asset location are different than they are for accumulators.
We revisit our original bucket portfolio, check up on performance, and make a few tweaks.
Feb. 24-28: Tips, strategies, and picks for tax-conscious investors.
Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.
This portfolio balances capital preservation with growth potential.
This investment mix is designed to limit risk and keep the tax collector at bay.
Taking care with asset placement can result in big tax savings.
We update the performance--and make one small adjustment--to our middle-of-the-road portfolio.
Ultrashort funds come with limited upside and more risk than competing alternatives--at least for now.