Morningstar's director of personal finance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.
Morningstar's Christine Benz discusses when to take a loss for the tax benefit and outlines tax changes on tap for 2011.
Morningstar's Christine Benz offers tips on tax-loss selling , required minimum distributions, 401(k) contributions, and energy credits.
Sanibel Captiva's Pat Dorsey shares his top picks for investors making year-end decisions with taxes in mind.
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A step-by-step guide to restoring your asset allocation.
Morningstar's Christine Benz describes several bucket-oriented approaches that investors can adapt for their retirement portfolios.
The discount a CEF is trading at versus its net asset value is only the starting point to creating a successful portfolio, says CLC Management's Tony Cutinelli.
With the right allocation plan, retired investors can avoid making big--and potentially costly--portfolio shifts during turbulent times.
Investors should avoid trying to time the market with one big transaction and instead take a staged approach with their buys and sells, says Morningstar's Christine Benz.