Investing Specialists

Morningstar Runs the Numbers

Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

This was our annual Portfolio Makeover Week on Director of personal finance Christine Benz provided suggestions and strategies for helping five real investors improve their portfolios. Each article contains the "before" and "after" portfolios of actual investors at various life stages and asset levels, as well as Benz's suggestions for asset allocation, asset location, and in-retirement withdrawal rates, and more. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.