Home>Video>Creating Portfolios for 'the Preserver' Client

Creating Portfolios for 'the Preserver' Client

Thu, 17 Apr 2014

Preservers emphasize financial security and preserving wealth rather than taking risk to grow wealth.

  1. Related Videos
  2. Related Articles
  3. Comments
  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. Dividend-Paying Stocks Are Not Bonds

    Vanguard's chief economist, Joe Davis, cautions investors who turn to equities to replace bond income and also offers some vehicles for short- and long -term inflation protection.

  3. Volpert: Less Risk in Intermediate-Term Bonds Than Perceived

    Vanguard's Ken Volpert cautions investors about a rise in short-term rates, and also offers his thoughts on the U.S. debt ceiling as well as Vanguard's TIPS , international- bond , and total bond market funds.

  4. 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.

  5. Tackling the Retirement-Income Challenge

    Premium Member Video : Financial experts John Ameriks, Sue Stevens, and Bill Bernstein address how to allocate fixed-income assets, the importance of total return, the role of annuities, retirement distribution rates, and more in this special panel discussion hosted by Christine Benz .

  6. Are TIPS as Safe as You Think?

    Morningstar's Eric Jacobson offers a formula to gauge whether TIPS are cheap or expensive compared with other assets but also warns of potential risks should long -term yields rise.

  7. Time for the 3% Withdrawal Rule?

    Low bond yields have called into question the safety of the 4% withdrawal strategy, while other avenues for extra retirement income have their own pros and cons, says Morningstar's David Blanchett.

  8. Picks and Strategies to Navigate Today's Market

    Roundtable report: Morningstar strategists offer up their best ideas for a fully valued, low-yield market with few attractive choices.

blog comments powered by Disqus
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.