Anxious Retirees Look to Revisit Portfolio Amid Market Volatility
A low-cost 'Bogleheads' philosophy has served as this couple's true north, but recent market fluctuations have them questioning their plan.
Investing Specialists
Mentioned: Fidelity® Interm Muni Inc (FLTMX)
, Fidelity® Total Bond Fund (FTBFX)
, Amazon.com Inc (AMZN)
, Exxon Mobil Corp (XOM)
, iShares MSCI EAFE Min Vol Factor ETF (EFAV)
, iShares Core S&P Total US Stock Mkt ETF (ITOT)
This article is part of Portfolio Makeover Week.
Robert and Jenny, both 75, are in their 10th year of retirement.
Christine Benz does not own shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.