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

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

  2. 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.

  3. 3 Surprising Findings from Morningstar's Alternatives Survey

    Increased institutional use of mutual funds is among the surprises in this year's survey results.

  4. 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.

  5. A Nobel Laureate's Retirement Proposal

    The idea is good, but the benefits are overstated.

  6. Creating Portfolios for the Follower Behavioral Investor Type

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

  7. The Target-Date Industry in 5 Charts

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

  8. The Perils of Back-Testing

    Are the findings accidental?

Recent Videos

  1. A Good Month for Quality Job Growth

    Morningstar's Bob Johnson sees the addition of jobs in the higher-paying sectors and a stable hours-worked metric as good signs for the labor market.

  2. Friday Five: A Balanced View on Twitter, a Long View on Yum

    This week we raised our fair value for Twitter, maintained our fair value for Yum Brands in the wake of bad news, and sized up T-Mobile's newest suitor.

  3. Paying Dividends Is a Priority for This Payroll Firm

    Paychex is one of a few firms with both an abundant capacity to pay a big dividend and a strong willingness to do so, says Morningstar's Josh Peters.

  4. A Narrow-Moat Retailer at a Bargain-Basement Price

    The recent decline in same-store sales growth at TJX is being driven by temporary weather trends and not an erosion of the firm's moat.

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Recent Articles

  1. Diversification for the Sake of Diversification

    Vanguard's Total International Bond exchange-traded fund is a poor investment today.

  2. The Z-Statistic Is No Silver Bullet

    But it's a good starting point for investors evaluating CEFs. 

  3. Job One: Prevent the Big Mistake

    For most investors, it’s a death sentence.

  4. Investors Show Willingness to Buy Untested Funds

    Looking at 10 years of fund flows through the lens of volatility.

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