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  1. Ins and Outs of Taking Required Minimum Distributions From Multiple Plans

    From a distance, taking required minimum distributions looks easy, but up close it's more complicated.

  2. A Nobel Laureate's Retirement Proposal

    The idea is good, but the benefits are overstated.

  3. Creating Portfolios for the Follower Behavioral Investor Type

    Learn how to create a behaviorally modified asset allocation for Followers, or passive investors.

  4. The Target-Date Industry in 5 Charts

    Highlights from Morningstar's 2014 Target-Date Series Research Paper.

  5. The Perils of Back-Testing

    Are the findings accidental?

  6. The Conundrum of Mary Jo White

    If Wall Street were really interested in having a total commitment to the long-term interests of its clients, it would embrace a fiduciary standard, but it does just the opposite.

  7. Target-Date Funds Get Cheaper, Use Tactical Allocation Well

    Morningstar's annual industry study points to Fidelity as the new price leader, replacing Vanguard.

  8. Your Ideal Retirement Number Is Zero

    The neglected subject of liability management.

  9. Dynamic Choice and Efficient Retirement-Income Strategies

    A new study finds that dynamic strategies increase the utility adjusted wealth during retirement.

  10. 2014 Morningstar Investment Conference

    Join our annual Investment Conference with Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds.

  11. The Case for High-Volatility Stocks

    The surprising power of the short interest signal.

Recent Videos

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    Consumer savings rates are great leading indicators for future consumption, and the current savings rate has increased appreciably in the last few months.

  2. Moats Great Indicators for Stock Staying Power

    Companies with fortified moats can stave off competition and tend to have better risk-adjusted returns than the broader market.

  3. Economic Data Moving in the Right Direction

    Despite some weak headline numbers, this week's economic data show ongoing year-over-year improvement, but they still don't change Morningstar's Bob Johnson's GDP outlook.

  4. 2 Wide-Moat Stocks to Build Space For

    These large real estate firms aren't trading at discounts, but their favorable growth dynamics and strong competitive positions make them ideal for investors' watchlists.

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Recent Articles

  1. Are 401(k) Funds Second-Rate?

    These funds may have been second-rate but seem no longer to be.

  2. In 2014's First Half, MLPs Reign King

    Regional equities struggled but MLPs surged ahead in the first half of 2014.

  3. Strategic Beta: Taking the Alpha Out of AlphaDEX

    At first blush, this fund's strategy appears complex, but it is essentially a combination of traditional factors and equal weighting.

  4. Lump-Sum or Annuity?

    Almost weekly, the press announces another large corporation deciding to terminate their defined benefit retirement plans. Use this framework to help your clients make the best distribution decisions.

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