All-in-one retirement funds offer convenience and professional money management, but they may not be for everyone.
Real estate investment trusts, once seen as a key diversifying asset class, have recently moved more like other equities.
Nov. 17-21: Reframe your risk perception, manage risk in your retirement portfolio , and uncover the risks worth taking today.
For retirees tapping their assets, the rules on asset location are different than they are for accumulators.
Our yield-focused portfolio delivers a lumpy cash flow.
Takeaways include the value of asset allocation, investment discipline, and rebalancing.
It's a useful starting point for retirement planning, but it's crucial to understand the assumptions behind it.
Many readers said they treat their retirement holdings as part of one overall portfolio while others took an account-by-account approach.
Morningstar's Christine Benz offers solutions for facing a bear market early in retirement, outliving your money, falling behind inflation, and managing high health-care expenses.
Experiencing the ups and downs helped them understand the market--and themselves--better.