Rebalancing Moves You May Need to Make
Investors who haven't checked in for a while may find their U.S. stock allocation is oversized compared with their overseas and bond holdings.
Note: This article is part of Morningstar's January 2015 5-Point Retirement Portfolio Checkup special report.
Christine Benz has a position in the following securities mentioned above: TBGVX. Find out about Morningstar’s editorial policies.