Taking IRA and 401(k) contributions to the limit is a worthy goal for middle- and upper-middle-income savers, but higher-income folks need to do more.
Adverse news has created an attractive entry point for this high-quality firm.
We're maintaining our long-term outlook for Pepsi, and see shares trading at an attractive 15% discount to our fair value estimate.
New CEO Brian Niccol is off to a good start and we see shares as fairly valued today.
Your "break-even age" is just one factor to consider when deciding when to claim, says contributor Mark Miller.
Average fund fees decreased 8% in 2017, saving investors an estimated $4 billion.
A bold, focused approach puts Morgan Stanley Global Opportunities on our radar.
In a Premium Member exclusive, Morningstar's equity analysts take a deep dive on the impact on import tariffs across sectors and regions.
Knocking off these investment jobs will keep you focused on the big picture.
Top tips for investors in retirement or about to retire wondering what to do amid the sell-off.
Steve Wendel, Morningstar's head of behavioral sciences, offers some tips for staying rational amid market volatility.
Find undervalued stocks, firms with wide moats, and stock screeners.
See our list of medalist ratings, favorite funds, and articles from our fund experts.
Looking for bargains? These companies are all trading below what our analysts think they are worth.
These exchange-traded funds have what it takes to win in the long run.
We recently raised our rating on these funds to Gold, Silver, or Bronze.
These funds receive our analysts' highest ratings: Gold, Silver, or Bronze.
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Easing the pain of achieving guaranteed income.
We searched for a worthy alternative in a shallow pool of foreign small-/mid-cap funds that are open to new investors.
We take a look at the pros and cons of using 529 assets for elementary and secondary private school tuition.
Jobs outside the structure of full-time work lack the features and benefits that fund retirement security, says contributor Mark Miller.
Investors have been fleeing some index funds in droves, resulting in large capital gains distributions.
We think these companies' share prices are pricing in overly optimistic expectations.
This ETF offers a higher yield than the Bloomberg Barclays U.S. Aggregate Bond Index with similar interest-rate risk.
Bond markets turned volatile against a backdrop of rising rates, a weakening dollar, and end-of-credit-cycle anxiety.
Funds continue to add ESG criteria to their investment processes.
The world's largest asset manager is stepping up its engagement efforts to increase corporate responsibility, says Morningstar's Jon Hale.
A fuller appreciation of these risks can provide key insights for investors.
Two out of every three dollars invested in small-cap funds have exposure to guns, but the exposure is tiny in virtually all cases.
Download our white paper to learn more about the nuances of the sustainable investing landscape.