Portfolio Allocation

Sound allocation decisions and strong underlying managers give Fidelity Balanced an edge.

Christine Benz was a guest on Erin Moriarity’s YouTube channel. They talked about buckets, relationships, and enjoying your retirement while you still can.

Historical returns reveal how major asset classes have weathered high inflation and what those patterns mean for portfolio diversification.

Have a question about investing, retirement, or personal finance? Amy Arnott answers readers’ questions in Ask the Analyst, drawing on her work as a Morningstar portfolio strategist.

Are you getting pulled into a “coretex”? Asset allocations are the most lopsided they’ve been since 2008.

With yields higher but inflation still simmering, we answer five key questions about how to allocate to the major asset classes.

Ask the Analyst columnist Amy Arnott answers a grab bag of reader questions about bond ETFs, TIPS, retirement planning, and more.

The date you retire is only part of the picture. Also consider your income needs, spending rate, taxes, and more.

For retirement savers and retirees, Christine Benz highlights all-in-one funds and core funds that can serve as building blocks for a streamlined portfolio.

Plus, what to know about the upcoming mega-IPOs from Anthropic and OpenAI.

Some investments are structurally a poor fit for taxable accounts, leaving investors with an unwelcome tax bill.

This collection of Morningstar model portfolios from Christine Benz can help investors build portfolios to reach their financial goals.

The DFA founder and author of ‘Stay Calm’ has ideas on how investors can benefit from ‘scientifically based hope’ and limit the portfolio damage from more speculative bets.

Composed of broad-market equity ETFs and smaller allocations to municipal bonds, these portfolios are designed for retirement savers’ taxable accounts.

A mix of tax-managed, index, and munis should reduce the drag of taxes on all-Vanguard portfolios for accumulators.