Morningstar’s Christine Benz put together a series of investment portfolio examples that both retirees and savers can refer to as they build their own portfolios. The goal of these portfolios isn’t to ...

A version of this article previously appeared on May 7, 2021. To see if your retirement plan is on track, an assessment of your savings/spending rates comes first. The calculus about whether you're on ...

When building an investment portfolio, one of the most important decisions is how to balance real assets and financial assets. Each plays a distinct role: Financial assets like stocks and bonds offer ...

You don’t need a doctoral degree in finance to calculate your portfolio’s investment returns. A few principles are enough to turn even the most math-phobic people into shrewd investors. While basic ...

This year, the stock market is teaching new investors an important lesson, with many sectors losing value. Instead of hoping for the next big run-up, I will show you a diversified portfolio example ...