Portfolio Planning

5-Point Retirement Portfolio Checkup
Benchmarking performance and watching key metrics are essential to evaluating whether your retirement holdings are doing their job.
Heard on the Boards
Readers explain how they return their portfolios to their target allocations, or why they don't bother.
Improving Your Finances
Is a portfolio cleanup on your 2015 to-do list? Advice on getting rid of the right stuff.

Morningstar Article Library

30-Minute Money Solutions Worksheets

Morningstar Solution Center

Asset Allocation

Risk Management

Performance & Monitoring

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