As an example of simplicity, over a decade ago I taught my son how to invest using just three index funds: · A total stock index fund such as VTSMX · A total international stock index fund such as ...

I'm doing semi-regular updates on these portfolios and their performance. The following article focuses on portfolio and fund performance for 2023. Equities had an outstanding year last year, with the ...

I introduced the Simple Retirement Portfolios to investors last year. Portfolios are meant to provide retirees with a simple way to invest their retirement savings, but with greater yields and ...

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 ...

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 ...