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  1. Think Twice Before Ditching Bonds

    Sat, 28 Dec 2013

    Although many fixed-income fund categories had a rocky 2013, investors should heed the dangers of swapping their bonds for cash or stocks, says Morningstar's Eric Jacobson.

  2. Are TIPS as Safe as You Think?

    Mon, 30 Jul 2012

    Morningstar's Eric Jacobson offers a formula to gauge whether TIPS are cheap or expensive compared with other assets but also warns of potential risks should long-term yields rise.

  3. Prudent Tips for Your Portfolio Checkup

    Sun, 29 Dec 2013

    After another strong year in the stock market, investors should exercise discipline with respect to their withdrawal rate and portfolio allocations, says Morningstar's Christine Benz.

  4. A Year-End Portfolio Check for Retirees

    Thu, 26 Dec 2013

    As 2013 comes to a close, retirees need to mind their portfolios' interest-rate sensitivity, consider adding to inflation-fighting investments, and avoid behavioral traps following the bullish equity market.

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