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  1. Why Retirees Should Consider Investing Abroad

    Headlines

    Sun, 17 May 2015

    GoldenRetrieve also recently added to his or her foreign holdings. "While I don't like to 'market-time' my retirement portfolio , there are better and worse times for certain asset classes," the commenter wrote. "I can move a few percentage

  2. ETNs for higher yield

    Commentary

    Thu, 14 May 2015

    I am thinking about using ETFs, CEFs, OEFs, and ETNs for a retirement portfolio , in place of or as a supplement to individual stocks. The reason for doing so is tied to diversification. I am first looking

  3. Retirement 'Bucket' Portfolios for Fidelity Investors

    Headlines

    Sun, 10 May 2015

    portfolios, either. It's also worth noting that the goal of the portfolios isn't to outperform every other retirement portfolio or strategy ever devised. Rather, the objective is to illustrate sound portfolio-construction and cash

  4. TC Brokerage Account .vs. Vangaurd or Fidelity or Schwab - Why or Why Not???

    Commentary

    Wed, 6 May 2015

    told both TC representatives that should I detect any further changes in its investment rules that our entire retirement portfolio would be gone from TC without any further attempt to discuss it. They both understood this. I have seen discussions

  5. The Advantages of Owning Individual Stocks

    Headlines

    Sun, 3 May 2015

    stocks is the issue. "I have very few individual stocks," the commenter said. "The rest of my personal and retirement portfolio is in mutual funds and ETFs. I have learned my lesson over the years that I cannot stomach the volatility of

  6. Portfolio manager concentration risk

    Commentary

    Sat, 18 Apr 2015

    Hi Guys. I have been building a retirement portfolio for some time now, and I have a certain portion of it in CEFs. About 20%. Now, all my CEFs positions (4) are PIMCO funds

  7. Bond Fund Allocation Advice

    Commentary

    Wed, 15 Apr 2015

    Currently 35% of my retirement portfolio is in bond funds. My portfolio is 10% Foreign and 90% US with 87% being Intermediate term. 10% VATBX (Vanguard Totoal Int

  8. Optimizing a Retirement Portfolio for Income

    Video Reports

    Tue, 14 Apr 2015

    Long-term government bonds, emerging-markets debt, and preferred stocks may take more prominence for retirees who wish to live solely off a portfolio's income stream, says Morningstar Investment Management's David Blanchett.

  9. Sheldon Jacobs, 1931-2015

    Commentary

    Mon, 13 Apr 2015

    Since 1/1/1 1988 (27 years) the portfolio grew at 10.7% average annual rate. Beta= 1; ER= 0.8 Retirement Portfolio : Over the last same 27 years the portfolio grew at 9.1% average annual rate. Beta= 0.6; ER = 0.6

  10. Morningstar's 2015 Individual Investor Conference Replays

    Headlines

    Fri, 10 Apr 2015

    now >> Wednesday | April 8 Bucket Portfolios for Retirement Income: Step By Step Presentation The bucket approach to retirement - portfolio management, pioneered by financial planning guru Harold Evensky, aims to help retirees create a paycheck from their

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