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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. A Cheap, Large-Cap Fund to Put on Your Watchlist

    With its size-meets-value approach, this large-cap fund could be a suitable core holding.

  2. 3 Defensive Fund Picks

    Investors concerned about putting money to work in a fully valued equity market might find comfort in these conservatively managed portfolios, says Morningstar's Russ Kinnel.

  3. This Wide-Moat Stock Pumps Up the Volume on Dividends

    This company regularly considers an additional fifth special dividend per year, which can turn into a nice payout for shareholders.

  4. Brands Key to Consumer Moats

    Brand power can create strong competitive advantages in the consumer sector, but cost advantages and network effects also can play big roles.

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Recent Articles

  1. China Opens its Onshore Equity Markets to Foreigners

    China enthusiasts can now gain access to China's A-share market via ETFs.

  2. How Safe Is Your CEF's Distribution?

    As rates grind lower, the opportunity set of high-yielding investments will shrink.

  3. Watch Out for the Tax Bill on These Funds

    High outflows, a low cash stake, and accumulated capital gains may create a perfect storm.

  4. The New Rules for Money Market Funds

    Yes, they do affect retail funds.

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