If data dictate that simple trumps complex, why then do we planners continue to design more complex portfolios? As an example of simplicity, over a decade ago I taught my son how to invest using just ...

I introduced the Simple Retirement Portfolios to investors more than three years ago. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater ...

Forbes contributors publish independent expert analyses and insights. Catherine Brock covers personal finance and investing. The hardest part of investing for retirement is budgeting ample ...

There's an old Wall Street maxim: "You never go broke taking a profit." However, for most investors, especially those of us who are humans, that's easier said than done. We've always got "buy" ...

Susan Dziubinski: Hi, I'm Susan Dziubinski from Morningstar.com. The market has taken a volatile turn recently with strong up days punctuated by periodic swings downward. Joining me to discuss some ...

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 recent article doing the rounds on social media gained attention for all the right reasons. It meticulously explained how many stocks an investor should own, discussing diversification strategies, ...