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  1. Experts Answer Your Retirement Questions

    Financial planner Mark Balasa and Morningstar's Christine Benz and David Blanchett tackled viewers' most pressing retirement questions, from determining savings rates and income needs to planning for Social Security and maximizing retirement accounts.

  2. Muni Investors: Time to Check Your Expectations

    Morningstar associate director of fund analysis Miriam Sjoblom explains what drove municipal bonds' great performance in 2011 and what issues may lie ahead for muni investors.

  3. Balasa: How We're Prepping Portfolios for Inflation

    Planner Mark Balasa of Balasa Dinverno Foltz has been shortening fixed-income durations, increasing allocations to TIPS, and employing flexible bond funds to fend off inflation.

  4. Steering Your Bond Portfolio in 2012

    Morningstar's Eric Jacobson comments on 2011's long-term Treasury rally, fund managers' current perspectives on government debt, PIMCO Total Return's current positioning, remaining opportunities in munis, and top considerations for fixed-income investors today.

  5. Session 2: Midyear Portfolio Checkup and Risk Factor Review

    Director of personal finance Christine Benz will help you check your true exposures and stress-test your holdings in session 2 of Morningstar's 2012 Midyear Financial Checkup.

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