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  1. Excess IRA Contributions: How to Fix Them

    Mind the deadline for taking a 'corrective distribution.'

  2. How We Got From There to Here in the Fiduciary Wars

    We have the SEC to thank for investors not being able to tell a non-fiduciary broker from a fiduciary advisor, argues Scott Simon of Prudent Investor Advisors.

  3. The 10 Biggest Manager Changes of 2015

    Evaluating manager changes at funds from T. Rowe Price, Vanguard, and more.

  4. Morningstar Names Best 529 College-Savings Plans for 2015

    Twenty-nine plans are Morningstar Medalists, and two receive Negative ratings.

  5. Emerging-Markets Exposure in Medalist World-Bond Funds

    Emerging-markets stakes run the gamut.

  6. Helping Clients Avoid the Traps of Mental Accounting

    This mental bias can result in clients holding too much cash in their portfolios.

  7. Enhancing Moat Methodology for Banks

    Morningstar analysts clarify why bank moats can vary from country to country, despite these institutions operating similar business models.

Recent Videos

  1. This Bond Fund Proves It's Hip to Be Square

    Silver-rated Fidelity Short-Term Bond has a risk-conscious approach that offers downside protection in more-challenging market environments.

  2. Time to Tune Up Social Security's Inflation Gauge

    Social Security's cost-of-living adjustments don't necessarily reflect the basket of goods and services that seniors buy, says Morningstar contributor Mark Miller.

  3. 4 Factors Stopping Startups

    New businesses boost the economy, but startup growth will likely remain hampered over the next few years, says Morningstar's Bob Johnson.

  4. The Most Important Statistic for Dividend Investors

    Payout ratio--the dividend rate divided by earnings--can give you an idea of how well covered the dividend is, and how likely it is to grow, says Morningstar's Josh Peters.

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Recent Articles

  1. AIO Q3 2015 (Non-Accredited Investor Version)

    Morningstar’s quarterly review of alternative funds and strategies.

  2. A Look at Fidelity’s Tax-Exempt Lineup

    Fidelity’s municipal-bond funds are worthy of note.

  3. Three Lessons From Yale's Endowment Fund

    Everyday investors will not wish to copy the famed pension funds, but they can pick up some tips.

  4. Only the Highest Quality Junk (Bonds)

    This ETF follows a rules-based index that avoids the lowest-rated junk bonds.

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