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IMPROVING YOUR FINANCES
Four Lessons From Portfolio Makeover Week
The practical limits of streamlining and the reality check facing income investors became apparent during our recent week of reader-portfolio overhauls.
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IMPROVING YOUR FINANCES
Use Market Shocks to Get Real About Risk-Taking
The recent downdraft can serve as impetus to address asset-class imbalances and check other risk factors.
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IMPROVING YOUR FINANCES
The Market's at a Record High. Now What?
Morningstar's Christine Benz shows how to check yourself against poor decision-making at market inflection points.
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Morningstar Solution Center

Basics of Asset Allocation
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Asset Allocation

Should You Rebalance Into (Gulp) Bonds?
Does Your Cash Alternative Pass Muster?
The Error-Proof Portfolio: Don't Penalize 2012's (Relative) Losers
Do Municipal Bonds Have a Place in My Portfolio?
What's the Right Foreign Allocation?
Why Hands-Off Investors Should Give Their Funds Room to Roam
A Sample ETF Retirement Portfolio in 3 Buckets
S&P 500 vs. Total Stock Market: Which Is Right for You?
Should I Change My Stock-Bond Mix Ahead of Rising Rates?
Don't Give Up on Growth Stocks
Tips and Traps When Selling Appreciated Securities
Seeking a Safe Return on Your Cash? It's Time to Get Creative
A 'Sandwich Generation' Couple Checks Their Retirement Readiness
Are Your Core Holdings Really 'Core'?
Need Bonds Now? 4 Tips to Keep from Getting Pinched
Top Alternatives for a Well-Rounded Portfolio
How Global Is Your Portfolio?
Avoiding Bond-Market Woes Doesn't Come Without Trade-offs
A Happy Surprise for I-Bond Buyers
Rebalancing? Don't Overlook Sector, Style Exposure
How Safe Is Your Cash?
Bond Investors, Too, Are Vulnerable to the Star Manager Trap
Beware of Adding These Investments to Your Retirement Toolkit

Risk Management

Careful With That Company Stock
What You Don't Know About Your Cash Could Hurt You
5 Common Portfolio Pitfalls and How to Fix Them
The Error-Proof Portfolio: Beware the Star-Manager Trap
Don't Like Your Investing Style? Blame Your Parents
Investors Still Living in 2008
Playing It Safe as a Long-Term Strategy
Dividend Payers Hold Appeal, but Be Mindful of Risks
Risk, Not Volatility, Is the Real Enemy
The Error-Proof Portfolio: Nervous Bond Investors--Don't Make These Mistakes
Our Picks for Inflation Protection
The Error-Proof Portfolio: Don't Overdo Dividend Payers for Your Taxable Account
Tips and Traps for Short-Term Income-Oriented Investors
The Error-Proof Portfolio: Sell Stocks for the Right Reasons

Performance & Monitoring

Don't Let Daily Money Market NAVs Obscure the Big Picture
What the Tax Deal Means for Your Portfolio Plan
A Year-End Portfolio Checkup in 7 Easy Steps
Looking Ahead: Your Fourth-Quarter Financial To-Do List
Do You Know How Your Advisor Gets Paid?
A Midyear Portfolio Checkup in 6 Steps

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Portfolio Planning Videos
Bruno: 4% Rule a Good Starting Point, but Mind Allocation Bruno: 4% Rule a Good Starting Point, but Mind Allocation Rethinking Retirement Strategies in the Low-Yield World Avoid Being Your Portfolio's Own Worst Enemy Get a Handle on Your Portfolio Head-On Approaches to Fixed Income More Videos…
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