Summary: Get stock, fund, and ETF picks, plus weekly market insights, investing tips, retirement advice, and exclusive fund manager interviews from Morningstar’s director of equity research, director of personal finance, and stock and fund analyst team. Chicago-based Morningstar, Inc. is a world-leading provider of independent investment research.
Financial specialist and author Bill Bernstein says bonds should be a riskless ballast for a portfolio and offers three types of assets for investors looking for safety.
Sue Stevens of Stevens Wealth Management describes the role of fixed-income, developing-markets exposure, flexible withdrawal rates, and Social Security in today's retirement portfolios.
The Fed's attempts to manage risk assets could have severe ramifications, argues the FPA Crescent manager.
Author Carl Richards says investors need to look beyond the current economic dilemmas and understand what they can and cannot control in their portfolios.
But the upward trend in interest rates may be forestalled as the dollar remains a safe haven for fearful global investors, says the Loomis Sayles Bond manager.
High hopes for Greece, Fed action, Microsoft's new tablet, and J.C. Penney's turnaround topped the letdown list this week.
Markets are being too short-sighted about the European crisis, as recent stress may actually stir policymakers to enact meaningful change, says the Templeton Global Bond manager.
Changing Fortunes in the Muni Market