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  1. A Defensive-Stock Fund for Risk-Averse Investors

    Low-volatility funds offer lower risk but not necessarily better returns than the market.

  2. This Bank-Loan Fund Is a Standout

    A sound, repeatable process executed by an experienced team drove us to upgrade our rating on this closed-end fund. 

  3. High-Frequency Traders: Part 2

    What Michael Lewis didn't write.

  4. Franklin Growth Manager Jerry Palmieri Dies at Age 85

    He was the first-ever recipient of Morningstar's Fund Manager of the Year award.

  5. The Biggest Mistake in Estate Planning for Retirement Benefits

    The most common tragedy is the planner who did not take care of the client's beneficiary designation form.

  6. The Advisor's Technology Swiss Army Knife

    One advisor technology startup combines a suite of disparate business-development tools into one effective solution.

  7. Partying Like It's 1999

    We take a look at a large and liquid Internet ETF. Beware bubbles and monitor valuations.

Recent Videos

  1. Bank Earnings Disappoint, but Dividends Distinguish the Best

    Ongoing legal expenses and varying loan growth hindered recent earnings for major U.S. banks, but better dividend yields bring Wells and JPMorgan ahead of their peers.

  2. The Logistics Are There for This Undervalued Stock

    A strong network effect, with scale and bargaining power, provides this wide-moat firm a long runway of opportunity to gain market share in the coming years.

  3. Cloud Infrastructure Sales Bright Spot for Intel

    Although there were signs of stabilization in Intel's PC business, server chips remain the key to growth, says Morningstar's Andy Ng.

  4. Keep Nestle on Your Radar Screen

    Nestle's shares are fully valued today, but its focus on innovation and new products bodes well for the firm's long-term competitive position, says Morningstar's Erin Lash.

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Recent Articles

  1. Creating Portfolios for 'the Preserver' Client

    Preservers emphasize financial security and preserving wealth rather than taking risk to grow wealth.

  2. Obamacare and the Early Retiree

    One of the biggest risks for the early retiree has been the rising cost of health care and the pressure on savings when health issues arise. The Affordable Care Act could reduce that risk.

  3. A Low-Volatility Approach to Emerging Markets

    Low-volatility strategies can work well in more-volatile asset classes.

  4. 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 ...

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