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  1. How Diagnose an Overconfident Accumulator Client Type

    Since these clients are successful in business or other pursuits, they often assume they'll be successful investors.

  2. The Uses and Misuses of the Style Box

    The style box is a simple representation of a complicated reality.

  3. 2014 Year-End Retirement Planning

    What steps can or must our clients take by Dec. 31 to preserve or enhance their retirement savings?

  4. 5 Keys to a Successful SharePoint Intranet Implementation

    The tool most advisors stand to benefit from but probably don't have is an internal website.

  5. 401(k) Reform: A Modest Proposal

    While the spirit of cooperation runs high.

  6. Two Different Business Models, Two Different Outcomes for Investors

    The motivations under the non-fiduciary and fiduciary business models are vastly different, which results in the recommendation of quite different financial products for clients, writes Scott Simon of Prudent Investor Advisors.

  7. A Preview of the 2014 Morningstar International-Stock Fund Manager of the Year Competition

    These managers are potential contenders for this year's honor.

  8. The Myth of the Dumb Fund Investor

    Fund investors are decent fund-pickers but poor market-timers, says 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.

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Recent Articles

  1. The Cheapest Mortgage Fund Available

    This fund provides low-cost exposure to high-quality mortgages.

  2. Should Investors Be Thankful for Interest-Rate-Hedged Bonds?

    Investors are likely better served by traditional bond funds.

  3. The Right Way to Show Fund Expenses

    Making good reporting standards great.

  4. Let's Make a Deal: The Outlook for Merger Funds

    How increased merger activity shapes the risks and opportunities for this niche group of mutual funds.

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