Note: This article is part of Morningstar's September 2016 Retirement Matters Week special report. The bucket strategy for retirement income appears to be a model of simplicity, at least on the ...

I sometimes run into retired investors who tell me that overseeing their portfolios is their new full-time job. I don't doubt that for many retirees, investing is a hobby, a passion, or both; it's ...

Morningstar managing director Jeff Ptak conducted research that looked at what would happen if the holdings in large-cap equity mutual fund portfolios were frozen in time, with no further changes over ...

Forbes contributors publish independent expert analyses and insights. I help investors realize their own best path to financial prosperity. “Set it and forget” or “buy it and forget it” has been ...

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 ...

Note: The following is part of Morningstar.com's Retirement Matters Week special report. A version of this article appeared on Sept. 14, 2015. The Bucket strategy for retirement income appears to be a ...

If you’re a do-it-yourself investor aiming to build a “no babysitter required” portfolio, here are the key steps to take. Step 1: Find your portfolio’s true north Give due consideration to your asset ...