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  1. Excess IRA Contributions: How to Fix Them

    Mind the deadline for taking a 'corrective distribution.'

  2. How We Got From There to Here in the Fiduciary Wars

    We have the SEC to thank for investors not being able to tell a non-fiduciary broker from a fiduciary advisor, argues Scott Simon of Prudent Investor Advisors.

  3. The 10 Biggest Manager Changes of 2015

    Evaluating manager changes at funds from T. Rowe Price, Vanguard, and more.

  4. Morningstar Names Best 529 College-Savings Plans for 2015

    Twenty-nine plans are Morningstar Medalists, and two receive Negative ratings.

  5. Emerging-Markets Exposure in Medalist World-Bond Funds

    Emerging-markets stakes run the gamut.

  6. Helping Clients Avoid the Traps of Mental Accounting

    This mental bias can result in clients holding too much cash in their portfolios.

  7. Enhancing Moat Methodology for Banks

    Morningstar analysts clarify why bank moats can vary from country to country, despite these institutions operating similar business models.

Recent Videos

  1. Getting Your Global Allocation Right

    Creating a portfolio with country weightings more in line with the global market cap is a good starting point for overcoming 'home-country bias,' says Vanguard's Fran Kinniry.

  2. Should 401(k)s Act More Like a Pension?

    A guaranteed income stream for life may work well for some investors, but others will want more flexibility to cover rising costs or leave a legacy, says Vanguard's Steve Utkus.

  3. What Bogle's Low-Return Forecast Means for Your Portfolio

    If the Vanguard founder and others are correct about lower future returns, investors may want to make some adjustments, says Morningstar's Russ Kinnel.

  4. Time to Tune Up Social Security's Inflation Gauge

    Social Security's cost-of-living adjustments don't necessarily reflect the basket of goods and services that seniors buy, says Morningstar contributor Mark Miller.

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Recent Articles

  1. What's Behind Your Bond Fund's Returns?

    Bond funds' past performance isn't necessarily indicative of skill.

  2. AIO Q3 2015 (Non-Accredited Investor Version)

    Morningstar’s quarterly review of alternative funds and strategies.

  3. A Look at Fidelity’s Tax-Exempt Lineup

    Fidelity’s municipal-bond funds are worthy of note.

  4. Three Lessons From Yale's Endowment Fund

    Everyday investors will not wish to copy the famed pension funds, but they can pick up some tips.

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