• / Free eNewsletters & Magazine
  • / My Account

Sponsor Center

Market Barometer

[Loading Market Barometer]
  1. Age 69 1/2: The IRA Owner's Most Important Year?

    Surprise: 69 1/2 is a major year in the 'life planning calendar.'

  2. Seeking Contract Clarity for 403(b) Decision-Makers

    If investment experts cannot identify all the actual costs and beneficial relationships in a 403(b) contract, how can decision-makers at school districts ever do so?

  3. Taking a Strategic Approach to Currency Exposure

    A surging dollar aside, think risk first when it comes to currency exposure.

  4. No Boom, No Bust

    Manufacturing growth will slow in 2015.

  5. 'No, Like This...'

    When a simple drawing becomes a key tool to help clients understand complex information.

  6. A Costly Education

    Amid soaring prices, financial planners need a role in solving what ails U.S. universities.

  7. Buyer Beware With Managed-Futures Funds

    Investors have swiftly rushed into managed-futures funds this year, but the category isn't out of the woods yet.

  8. Changing Definition of Retirement: The Three P's

    Advisors who think of retirement planning only as calculating a client's 'dollars per month' will limit their power to act in the new realities of retirement.

  9. A Divergence of CEF Returns in February

    Europe's quantitative easing and a strong U.S. dollar lifted the eurozone and Japan, but negative headline news pushed the municipal market lower.

  10. Do Institutional Investment Consultants Add Value?

    Results were noisy, but a new paper shows consultants overall struggle to add value through fund selection, writes Morningstar's John Rekenthaler.

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.

View More

Recent Articles

  1. Japan Equity CEFs Win the First Quarter

    These closed-end funds were unstoppable in early 2015; plus, did the first IPO of 2015 usher in a new era for CEF shareholders?

  2. Giving Global Macro Funds a Second Glance

    The world is these alternatives managers' oyster.

  3. Stick With Steel

    Despite decent demand from key sectors, steelmaker stocks look cheap as they confront imports, a strengthening dollar, and the specter of Chinese overcapacity.

  4. Creating a Written Information Security Policy for Small RIAs

    Identifies your risks, prevent security breaches, and make a response plan just in case.

View More
Upcoming Events
Conferences
Webinars

©2014 Morningstar Advisor. All right reserved.