I use afree online software program, Empower, to help manage my investments. Empower makes it easy to link your investment accounts and see an overview of all your investments in one location. Their free tool also analyzes your asset allocation, which you can use to rebalance your portfolio. ...
There may be exceptions. Proper allocation should trump bucket choice. Your tax bracket, investment horizon and the like will color your personal decisions. But the above should give you a basic framework for considering the options. Before we look at the specifics of IRAs and 401Ks, this imp...