The Bucket Approach to Retirement Allocation
A diversified portfolio with various time frames can help you meet your income needs during retirement.
Markets
Market Indexes
- Morningstar Indexes
- U.S.
- Global
- Commodities
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 10,661.75 |
73.75
|
−0.69%
|
| U.S. Mid Cap | Closed | 13,841.39 |
117.68
|
−0.84%
|
| U.S. Small Cap | Closed | 12,061.81 |
239.88
|
−1.95%
|
| U.S. Sustainability | Closed | 2,876.24 |
9.86
|
−0.34%
|
| Women's Empowerment | Closed | 1,625.49 |
3.95
|
−0.24%
|
| Societal Development | 1,381.51 |
6.35
|
−0.46%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Advanced Micro Devices |
8.11
|
−7.33%
|
| Apple |
0.47
|
−0.29%
|
| Ford Motor Company |
0.36
|
−1.81%
|
| AT&T |
0.13
|
−0.54%
|
| Intel Corp |
3.64
|
−7.04%
|
| SoFi Technologies |
1.22
|
−9.70%
|
| NIO |
1.55
|
−6.84%
|
| Bank of America Corp |
0.43
|
−0.94%
|
| Lucid Group |
4.71
|
−14.10%
|
| NVIDIA Corp |
8.28
|
−3.64%
|
News
- EUROPEAN MIDDAY BRIEFING - Stocks Fall Ahead of -2- | Dow Jones
- EUROPEAN MIDDAY BRIEFING - Stocks Fall Ahead of Expected Mixed US Open | Dow Jones
- EUROPEAN MIDDAY BRIEFING - Stocks Fall Ahead of -3- | Dow Jones
- North American Morning Briefing: S&P 500, Dow on -2- | Dow Jones
- North American Morning Briefing: S&P 500, Dow on Track for Fourth Weekly Loss | Dow Jones
- North American Morning Briefing: S&P 500, Dow on -3- | Dow Jones
- BOE Seen Trying to Encourage Stronger Pound, Says ING | Dow Jones
- Givaudan Shares Slide on Weak Profitability, Costs Impact | Dow Jones
- FTSE 100 Drops as Oil, Mining, Financial Stocks Fall | Dow Jones
- Henkel Shares Slide as 2022 Targets Fall Short of Consensus | Dow Jones
Features
Model Portfolios
Morningstar's 2022 Portfolio Tuneup
Here are the steps to take to ensure that your portfolio is in fighting shape for the years ahead.
Webcast with Christine Benz: Tune Up Your Portfolio in Uncertain Times
Here's how to strengthen your portfolio for the years ahead.
12 Overvalued Mega-Cap Stocks to Avoid
After a decade of outperformance, these mega-cap stocks are significantly overvalued today.
4 Good Reasons to Sell Stocks Now
Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.
IN THE NEWS
Why Electric Vehicle Stocks Are Going in Reverse
Competition from traditional automakers is highlighting lofty valuations on Tesla and others.
3 Semiconductor Chip Stocks Worth a Bite
These investments will ride global demand, and two of them are undervalued.
Fed: Get Ready for Rate Liftoff
With inflation high, there's nothing holding the Fed back from multiple rate increases starting in March.
Content Investment Dents AT&T’s 2022 Outlook; FVE $35
AT&T posted mixed fourth-quarter results and 2022 expectations. We are lowering our fair value estimate to $35 from $36 but still believe the shares are substantially undervalued.
Mastercard Sees Strong Growth in Fourth Quarter
We're maintaining our $352 fair value estimate for the wide-moat company.
What's on the Agenda for Sustainable Investing in 2022?
Sustainalytics founder Michael Jantzi discusses climate change, net-zero emissions, and the role of individual investors.
ESG Risk Management Makes Sense, but ESG Impact Is Less Straightforward
Investors should first look closely at risk, then refine their decisions through an ESG lens.
Salesforce Is on Sale
Morningstar's analyst says Salesforce's stock price is right for one of the best growth stories in software.
2 More Funds for 2022 and Beyond
Put these funds from BlackRock and T. Rowe Price on your watchlist.
The Case for Vanguard
The firm still embodies founder Jack Bogle’s spirit.
Has Vanguard Lost Its Way?
Today's company isn't entirely what Jack Bogle built.
John Rekenthaler
Fidelity Magellan and the Paradox of Skill
Christine Benz
3 Things Retirees Should Watch in 2022
Susan Dziubinski
33 Undervalued Stocks for 2022
Amy C. Arnott
Do I Really Need to Rebalance?
Russel Kinnel
15 Funds for 2022 and Beyond
Ben Johnson
It Can Pay to Be Choosy When Investing in China
Samantha Lamas
Are We Taking the Wrong Approach to Financial Education?
Salesforce Is on Sale
Morningstar's analyst says Salesforce's stock price is right for one of the best growth stories in software.
Why Have Tech Stocks Been Hit So Hard?
U.S. markets are selling off as 2022 faces headwinds, but the widespread downturn has pushed many tech stocks down too far.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
4 Good Reasons to Sell Stocks Now
Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.
Find the Right Investments for Your Retirement Portfolio
Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments.
Can Your Portfolio Withstand Volatility?
How to determine how durable your portfolio is and strategies to tame stock market risk.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through creating financial habits, planning for the future, and starting a new job.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Healthcare Stocks Dogged by U.S. Policy Concerns
Large biopharma names are undervalued while device and diagnostic industries look pricey.
What the Great Resignation Does and Doesn’t Mean for Economic Recovery
In this labor market update, we outline how we expect the factors contributing to the unusually high number of job openings to fade over the next year.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Supply Chains Snap Under Pressure
Despite the massive disruption, we still see opportunities across some affected sectors.
After 2020's Market Crash, How Should Investors Prepare?
What the shortest market crash in history can teach us about weathering volatility.
2 More Funds for 2022 and Beyond
Put these funds from BlackRock and T. Rowe Price on your watchlist.
The Case for Vanguard
The firm still embodies founder Jack Bogle’s spirit.
Will Financial Services Funds Continue to Soar in 2022?
After a hot 2021, we unpack five funds' performance.
4 New Funds on Our Radar
Our analysts added these promising mutual funds and target-risk series to the Morningstar Prospects list.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
Assess Your Asset Allocation for Retirement
Tips for customizing your own glide path.
Is the Backdoor Roth Still Legit?
Although the future of the backdoor Roth is still up in the air, high-income heavy savers can still take advantage of the maneuver.
How to Play Catch-Up With Retirement Savings
Here are some strategies to consider whether you're behind at age 40 or beyond.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
As Sustainable Stocks Rally, Valuations Grow Fatter
But cheap names remain, including Salesforce.com, Adobe, and Disney.
Vail Resorts and Its Human Capital Management Headache
Personnel problems led to crowded mountains, but Ron Baron remains a fan.
Why Sustainable Strategies Outperformed in 2021
The most sustainable names helped ESG outpace the market, even without a lift from energy stocks.
The Untapped 29%: The Next Wave of Sustainable Investors
How to turn interested observers into participants.
An ESG Trailblazer Talks About Making Investing Moral, Greenwashing, and Sustainability Trends
An interview with Amy Domini, founder and chair of Domini Impact Investments.