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.

Christine Benz offered suggestions for improving five real-life portfolios during our Portfolio Makeover Week. She touched on asset allocation, asset location, and in-retirement withdrawal rates, among other factors.