More than a decade ago now, Morningstar’s director of personal finance Christine Benz interviewed Harold Evensky, the president of Evensky & Katz Wealth Management. Evensky is a pioneer in the ...

Drop in the, um, bucket list? The performance of a number of model portfolios that leverage the bucket strategy recently was put under a microscope by Christine Benz, Morningstar’s director of ...

Life is full of milestones—and fortunately, for scheduling purposes, those milestones don't all happen at the exact same time. Think about the various savings goals you might have had across your life ...

With the recent arrival of a bear market, the newly retired are facing a sobering reality: having to sell investments during a downturn to meet their income needs. This nightmare scenario, known as ...