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  1. Why Have an Annual Investment Review?

    Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.

  2. How to Get Closure on IRA Mistakes

    Several recent cases reveal that IRA owners are exposed to IRS scrutiny for alleged IRA errors for a lot longer than they might have thought.

  3. Diversification for the Sake of Diversification

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

  4. Investors Show Willingness to Buy Untested Funds

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

  5. The Z-Statistic Is No Silver Bullet

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

  6. Job One: Prevent the Big Mistake

    For most investors, it’s a death sentence.

  7. Are Some Flexible Funds Proving Academics Wrong?

    Tactical target-date funds are outperforming those that don't zig when the market zags.

  8. The New Rules for Money Market Funds

    Yes, they do affect retail funds.

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. Return-of-Capital Special Cases

    Continuing with last week's return-of-capital discussion. 

  2. Have Investors Noticed These Manager Changes?

    These funds continued to get inflows after the managers responsible for their records departed.

  3. Keeping It Simple for Clients, and Himself

    Financial advisor Eric Nelson sees no need to overcomplicate things.

  4. Milk, of All Things, Helped Francis Chou Become One of Canada’s Top Value Investors.

    Fund analyst Achilleas Taxildaris interviewed Chou in June. Answers have been edited for length and clarity.

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