Portfolio Planning

Retirement Investing With Christine Benz
The current environment where both stocks and bonds look fully priced creates challenges for investors of all life stages, says Morningstar's Christine Benz.
Error-Proof Portfolio
Proper accounting of cost basis is essential to avoid paying more taxes than you need to.
Error-Proof Portfolio
Think carefully about replacing traditional index funds, static-allocation funds, traditional IRAs, and others, with newer alternatives.

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