Portfolio Allocation

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.

Schwab’s solid exchange-traded funds make these stock-heavy portfolios straightforward and cheap.

Despite the firm’s lineup of fine actively managed funds, equity index funds are a more tax-friendly choice.

Cheap and efficient equity index funds, as well as fine municipal-bond funds, are solid building blocks.

These streamlined portfolios are designed to reduce investors’ oversight responsibilities and the drag of taxes.

We’ve designed these portfolios to maximize returns while limiting Uncle Sam’s take.

With ultralow costs, Vanguard is a solid place to invest for spending goals that are close at hand.

Investing for shorter time horizons can be harder than it looks. Here’s how to make sense of it.

These mutual fund portfolios were developed with serious ESG investors in mind.