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  1. 3 Surprising Findings from Morningstar's Alternatives Survey

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

  2. 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.

  3. A Nobel Laureate's Retirement Proposal

    The idea is good, but the benefits are overstated.

  4. Creating Portfolios for the Follower Behavioral Investor Type

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

  5. The Target-Date Industry in 5 Charts

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

  6. The Perils of Back-Testing

    Are the findings accidental?

  7. 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.

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

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

  9. Your Ideal Retirement Number Is Zero

    The neglected subject of liability management.

Recent Videos

  1. Reasons to Be Optimistic About Consumer Spending

    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. A Portfolio Checkup in 6 Steps

    In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.

  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. Watch Out for the Tax Bill on These Funds

    High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.

  2. The New Rules for Money Market Funds

    Yes, they do affect retail funds.

  3. Time to Tap Your 529, So Now What?

    Understanding the tax rules and keeping track of expenses are key parts of the process. 

  4. Making the Right Calls

    John Walthausen launched his namesake firm and first mutual fund just as the housing bust was unfolding. Prescient moves since then are getting him noticed by small-cap investors.

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