If you’d like to do a thorough review of your portfolio and plan, here are the key steps to take. I recommend doing them over ...

Susan Dziubinski: Hi, I'm Susan Dziubinski for Morningstar. Consumers are seeing signs of inflation, which might strike fear into the hearts of some retirees who lived through the very high inflation ...

I often speak to groups of retired or soon-to-retire people, and it’s clear that investing is a passion for many of them. They’ve been studying investing and the markets for many years, homed in on a ...

Investors need investment objectives to provide a clear direction for their portfolios. These objectives can help align their investments with specific financial goals, risk tolerance and time ...

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 ...