Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.
After a years-long bull market, investors' equity stakes are near peak, which calls for caution and rebalancing, says Vanguard's Fran Kinniry.
Investors should avoid over-engineering an income-only portfolio and consider a total return approach to generating the income they need, says Vanguard's Fran Kinniry.
Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.
A review of the data--plus weighing the intangibles--can help you arrive at the right decision.
Lightening up on stocks? See if you can't achieve other goals at the same time.
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