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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. 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.

  4. Economic Data Moving in the Right Direction

    Despite some weak headline numbers, this week's economic data show ongoing year-over-year improvement, but they still don't change Morningstar's Bob Johnson's GDP outlook.

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Recent Articles

  1. Tuttle Tactical Management Weekly Market Notes

    Tuttle Tactical Management, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. You should not assume that any discussion or information contained in this letter serves as the receipt of, or as a substitute for, personalized investment advice from Tuttle ...

  2. The Temptations and Dangers of Higher-Yielding Funds

    A shift is under way in the makeup of the taxable-bond universe. 

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

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

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