Thu, 6 Mar 2014
Your baby boomer client will seem willing and maybe even enthusiastic about working on a retirement plan, but you must take the lead.
Morningstar's director of personal finance offers tips for tidying up old 401(k)s, sweeping out stray investments, and taking stock of company stock.
Income-hungry investors sought out niche fixed-income funds like bank-loans and non-traditional bonds in the first quarter, while the so-called great rotation into stocks is not yet confirmed.
The benchmark index doesn't reflect the true allocations of U.S. bond investors, and the industry needs to look again at corporate-bond index funds or rework the current index, says Vanguard founder Jack Bogle.
Morningstar's Miriam Sjoblom discusses how to gauge whether a muni fund is more apt than a taxable- bond fund , yield risks and other key focus points, and some of her muni-fund recommendations.
First-quarter flows into many bond - fund categories were tepid compared with their equity counterparts, with improving economic conditions creating a Treasury sell-off.
After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.
Ahead of Portfolio Makeover Week, Morningstar's Christine Benz offers tips to alleviate common concerns over retirement readiness, inflation, allocation, and more.
Andrew Salata of the Social Security Administration offers tips for how retirees can manage age and income limits to optimize their Social Security payouts.
Morningstar's Christine Benz provides some useful tips for those getting their feet wet in fixed-income investing.
Morningstar's Christine Benz and other financial experts weigh in on what to do when a sound portfolio practice collides with an unattractive asset class.
Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
Miss any of Morningstar's Ideas Week? See the whole lineup, including our most popular articles and videos.
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