Articles From: The Error-Proof Portfolio: Focus on the Investment, Not the Wrapper to How to Stress-Test a Portfolio's Interest-Rate Sensitivity


2011/04/11
When it comes to exchange-traded funds, asset allocation and diversification matter more than the vehicle you choose.
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2011/04/12
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
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2010/08/12
Even though the process might appear convoluted, there are key factors to consider when optimizing Social Security benefits for your spouse and yourself.
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2011/04/12
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
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2010/07/08
Working longer and managing spousal benefits are key variables when factoring Social Security into your retirement plan.
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2011/01/28
These funds can form Part 2 of a two-part short-term fund.
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2010/09/13
Beware of locking in a low fixed payout.
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2011/01/25
A soon-to-be-retiree deploys her sizable cash stake.
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2010/10/12
Ask yourself these questions to find a dividend-focused winner for your portfolio.
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2010/11/23
Morningstar.com offers two sets of data points for a given ETF, but these data have two separate uses.
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2010/08/31
The Combine feature in Morningstar.com's Portfolio Manager tool allows investors to create a streamlined view of their assets to help accomplish specific goals.
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2011/01/03
This maneuver could spell trouble for those with other IRA assets.
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2012/07/22
Morningstar.com readers discuss when to purchase insurance and when to self-insure.
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2011/03/20
Readers opine about rising premiums and the pros and cons of self-insuring.
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2005/09/27
Home loans aren't necessarily "good" debt.
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2009/04/06
Your step-by-step guide to restoring your asset allocation.
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2011/02/16
Set up a custom benchmark to see if you've added value with security selection.
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2010/12/28
Streamlining your retirement accounts? Think through the key variables first.
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2011/01/31
An IRA contribution may be the better bet in some situations.
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2012/08/05
Dental care, as well as skyrocketing health-insurance premiums and property taxes, top readers' lists of unwelcome in-retirement costs.
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2010/06/01
Adding inflation protection to your portfolio, sensibly.
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2012/03/20
Understand how to go global without going out on a limb.
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2010/11/01
Find the right yardstick before judging your performance results.
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2011/11/14
I-Bonds boast tax advantages, but purchase limits damp appeal.
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2012/08/19
Readers weigh issues of money, accessibility, and proximity to friends and family when deciding whether to move to a smaller home.
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2009/10/01
Tips for ensuring your assets flow to the right people.
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2010/04/12
Beware of locking in a low fixed payout.
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2011/03/18
An estate-planning expert shares insights on who needs to take action--and who doesn't.
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2012/03/20
Asset allocation is the biggest determinant of how your portfolio behaves.
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2011/11/15
Following this rule of thumb might serve you well in case interest rates go up.
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Articles From: The Error-Proof Portfolio: Focus on the Investment, Not the Wrapper to How to Stress-Test a Portfolio's Interest-Rate Sensitivity
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