Use anticipated spending needs, probabilities of a positive return over your time horizon, to back into the right mix of cash, bonds, and stocks.
It's an intuitive way to organize your in-retirement portfolio, but it's not a miracle worker.
New portfolio bucketers need to take their own portfolio spending, tax situations, and risk appetites into account.
They're part of your net worth, but they might not have a direct impact on your portfolio's stock/bond/cash mix.
Bonds' diversificaÂtion potential occupies a spectrum from great to lousy.
These large companies have sustainable competitive advantages, but their stocks are too pricey for our taste.
Morningstar.com is now accepting candidates for Christine Benz's 2018 Portfolio Makeover Week.
We compare and contrast a few of the most common college savings vehicles.
In relative terms, the best have declined, while the worst have improved.
Taking the outside view can help investors better measure their odds of investing with the best.
Overlooked funds from Vanguard, T. Rowe Price, and Fidelity.
Some degree of cognitive decline is inevitable for most. Contributor Mark Miller outlines steps to take today to protect your assets.
5-Star Stocks
Looking for bargains? These companies are all trading below what our analysts think they are worth.
