Market Barometer
Market News
- PULSE: Staples earnings, sales shy of forecasts
- PULSE: Lowe's posts 2.5% rise in profit, misses views
- PULSE: BOE voted 6-3 to keep asset purchases unchanged
- PULSE: Europe stocks slip ahead of Bernanke comments
- PULSE: Bristol-Myers Squibb lifted to buy at Citi
- Japan stocks rally after central-bank meet
- PULSE: Hong Kong stocks rise after storm-delayed start
- Bank of Japan ups economic outlook
- PULSE: Bank of Japan stands pat, ups economic outlook
- PULSE: Japan's trade deficit widens as imports surge
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Personality Type Theories and Investing
The fundamental characteristics of personality types are connected with the concept of the financial personality type.
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Can a Great Stock Also Be a Great Fund Family?
BlackRock has yet to realize its full potential for fundholders.
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Can Southeast Asian Stock Markets Maintain Their Current Momentum?
Despite the risks of overheating markets, quantitative easing in the developed world may help sustain the rally in the near term.
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10 Richly Valued Funds to Avoid Right Now
Investors need to look before they leap into overvalued CEFs.
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A Premium Reappears for JPMorgan Alerian MLP Index ETN
While investors have flocked to an MLP exchange-traded fund, we recommend sticking with exchange-traded notes for this asset class.
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President Proposes IRA Changes
The president's proposals to cap retirement account contributions and scrap stretch IRAs don't hold water.
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Protect Against Phishing Attacks
Simulated phishing attacks can identify holes in advisors' security practices before real attacks are encountered.
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Medicaid Planning Is Alive and Well
The Deficit Reduction Act of 2005 with its five-year look-back put a big dent in Medicaid planning for long-term care. But there are still plenty of options for preserving income and retaining assets.
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Is Your 529 Plan a Star Performer?
Morningstar measures college-savings plans' risk-adjusted performance.
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Funds That (Still) Buy Like Buffett, 2013
Funds with similar stock holdings to Warren Buffett have excelled over time.
Recent Videos
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Gaffney: Get Away From Market Risk NowGiven valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.
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Sri-Kumar: Time for a Central Bank Exit PlanAggressive easing policies, particularly in the U.S. and Japan, are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.
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6 Reasons to Check Your Expectations for the EconomyWhy Morningstar's Bob Johnson is not the most optimistic guy on the street.
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No Great Rotation Into Equity Funds YetAfter strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.
Recent Articles
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Can Vanguard Keep the Faith While Expanding Even Further?
The biggest U.S. fund firm still stands out.
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Selecting an ETF Managed Portfolio - Part Two: Strategy Selection and Use in a Portfolio
Defining the needs of a client portfolio is crucial to selecting an appropriate strategy.
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Cambria Launches ETF Focused on Dividends, Debt Paydowns, and Share Buybacks
Guggenheim to close a dim sum bond ETF, and updated filings on proposed emerging-markets ETFs from Emerging Global Advisors and Krane Funds. Plus, the week's best- and worst-performing funds.
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Consider Adding These Positively Rated, Undervalued Funds to Your Portfolio
Purchasing strong funds at good relative valuations is crucial when investing in closed-end funds.
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Morningstar Investment Conference
June 12-14, 2013
Chicago, IL
Conference hashtag: #MIC25 -
Morningstar ETF Invest Conference
Oct. 2-4, 2013
Chicago, IL
Conference hashtag: #ETFInvest
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Real Assets to the Rescue
Tuesday, April 9
11:00 a.m. ET | 10:00 a.m. CT -
The Hunt for Income
Tuesday, January 29
11:00 a.m. ET | 10:00 a.m. CT -
Introduction to ETF Managed Portfolios
Monday, December 10
4:00 p.m. ET | 3:00 p.m. CT -
Using ETFs for Income
Aired on Tuesday, June 12 - Archive
