Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.
Target-date funds can be well-suited to investors who lack the time or desire for more hands-on portfolio management, but they still need to so some homework first, says Morningstar senior fund analyst Josh Charlson.
Morningstar's Eric Jacobson sees PIMCO's appointment of four new deputy CIOs as an effort to reassure investors there is a succession plan in place for Bill Gross after heir-apparent El-Erian's departure.
Certain job characteristics, real estate assets, small-business ownership stakes, and pensions could require a more customized investment allocation, says Morningstar Investment Management's David Blanchett.
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Thank you for holding, and welcome to Rockwell Automation's Quarterly Conference Call. I need to remind everybody that today's conference call is being recorded. Later in the call, we will open up the lines for questions.
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