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The model portfolios of Vanguard, BlackRock, and American Funds play to their respective strengths.
Tom Nations
Tom Nations, CFP, is an associate director of multi-asset and alternative strategies for Morningstar Research Services LLC, a wholly owned subsidiary of Morningstar, Inc.
Before assuming his current role in 2021, Nations was a manager research analyst covering equity strategies. Prior to that, he spent more than five years working for a Chicago-based investment and financial advisory firm, conducting mutual fund and asset-class research to help build and review tailored asset allocations for high-net-worth and ultra-high-net-worth individuals and families.
Nations holds a bachelor's degree in business economics from Miami University's Farmer School of Business. He also holds the Certified Financial Planner™ designation.
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