We employ actively managed mutual funds and a stock-heavy portfolio mix.
An all-passive portfolio for investors with very long time horizons.
Its allocations illustrate that even 40-somethings should be mostly in stocks.
This stock-heavy portfolio is appropriate for retirees with long time horizons and ample risk tolerance.
This ETF-oriented portfolio is ideal for retirees with long time horizons.
This portfolio is geared toward retirees with a 20-year time horizon and moderate risk tolerance.
Geared toward retirees with shorter time horizons, this portfolio includes a heavy stake in bonds and cash.
This ETF-oriented portfolio is ideal for retirees with shorter time horizons.
In volatile market environments, tune out the pundits and take a look in the mirror.
A calmer market provides the ideal backdrop for a systematic checkup on your portfolio's risk factors.
Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.
Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments.
Whether you're seeking a single-fund option or using the building-block approach, here are some of our analysts' best ideas.
Tips for customizing your own glide path.
From pensions to small-business ownership, how to know if your mix of stocks, bonds, and cash should not look like the others'.
For goals that are close at hand, how do you balance loss aversion with return potential?
Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.
Families must contend with competing challenges: steep glide paths and high inflation.
Rules of thumb won't cut it for this important question. How to customize based on your own situation.
A combination of incremental, not revolutionary, changes can help bridge the gap.
Neither stocks nor bonds performed especially well last year, so what happens if cash is running dry?
Yields on safe securities have popped up. Does your portfolio reflect that?
These forms can yield valuable intelligence about your portfolio's asset location and tax efficiency.
Experts think bonds and foreign stocks, especially emerging markets, are attractive. Here are Morningstar's best picks for those themes.
Has tax season become a frustrating paper chase? These tactics can buy you some relief.
Our annual survey of capital market assumptions, from Bogle to BlackRock to Vanguard.
Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.
Maps to follow no matter where you are in your investing life.
As the new year dawns, here's your plan to get financially fit, one job at a time.
Check up on your portfolio's health--and that of your whole plan--as the year winds down.
Knocking off these investment jobs will keep you focused on the big picture.
On the short list: You're concerned about retirement readiness, index funds are easy to recommend, and 'more' isn't always better than 'enough.'
We help a still-working couple juggle debt paydown and retirement funding while preparing their portfolio for drawdown.
With retirement and college years drawing closer, a couple finds a situation-appropriate stock/bond mix.
A low-cost 'Bogleheads' philosophy has served as this couple's true north, but recent market fluctuations have them questioning their plan.