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  1. Optimizing a Portfolio for 'Accumulator' Clients

    It can make sense to take a bit of risk off the table for this type of client.

  2. Announcing the Morningstar Fund Managers of the Year for 2014

    Success starts with teamwork for this year's winners.

  3. A Prescription to Save the American Retirement System?

    Respected retirement researchers call for shifting more of the Social Security tax burden to upper-income taxpayers, tapping home equity in retirement, and mandatory auto enrollment in retirement plans.

  4. Pale Yale: What the Yale Model Can't Teach You

    The situations of the Yale Endowment Fund and most individual investors are worlds apart.

  5. Improving Your Client Communications

    To reach clients effectively, you must expand your communications toolbox with multimedia presentations.

  6. Oil, Cuba, and Russia, Oh My!

    A surprising December capped off a decent year for most CEFs.

  7. Morningstar's 2014 Alternatives Fund Manager of the Year Nominees

    These alternatives managers did more with less.

  8. Fund Costs: The Good and Bad News

    The overall trend is great, but 401(k)s remain a problem.

  9. Retirement Plans for Young People: Know Your Choices

    Younger investors may want options for accessing their funds prior to retirement.

  10. Revisiting K-12 School District 403(b) Agreements

    Prudent Investor Advisors' W. Scott Simon analyzes a series of agreements between a large insurance company and a K-12 school district.

  11. The Attack on Shareholder Value

    Can a company be measured solely by its stock returns?

Recent Videos

  1. Saving College-Bound Kids From Financial Pitfalls

    Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.

  2. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.

  3. What the Market Turbulence Means for Investors

    Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.

  4. Unemployment by Education Level: A Drastic Gap

    The unemployment rate is about three times higher for those with no high school diploma versus college graduates, says Morningstar's Bob Johnson.

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Recent Articles

  1. The 6 Best Passive Large-Cap ETFs

    Passive large-cap funds won the performance battle in 2014.

  2. Why Passive Investing Makes Even More Sense in Inefficient Markets

    In an efficient market, your expected losses are whatever fees you pay. In an inefficient market, your expected losses include returns you give up to faster and better investors.

  3. 15 Exceptional Large-Company Funds

    Most investors can find a good match for their portfolios among these Gold-rated funds.

  4. Understand and Improve Your Attention Span

    Improving your productivity and time-management skills requires enhancing your attention span.

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