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  1. Better Stewardship and Better Returns Go Hand in Hand

    A new Morningstar study suggests that investors often benefit when they seek out firms with strong stewardship characteristics.

  2. The Year's Biggest Fee Cuts and Hikes

    Funds from Fidelity and Janus highlight the list of expense ratio hikes and cuts.

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

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

  4. 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. 

  5. High-Frequency Traders: Part 2

    What Michael Lewis didn't write.

  6. Franklin Growth Manager Jerry Palmieri Dies at Age 85

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

  7. 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.

  8. The Advisor's Technology Swiss Army Knife

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

  9. Partying Like It's 1999

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

Recent Videos

  1. Facebook Still Overvalued Despite Remarkable Results

    Although revenue surged in its mobile segment, the social-networking giant will experience slowing growth in the future, says Morningstar's Rick Summer.

  2. 2 Stock Picks With Miner Advantages

    Low-cost resources will allow these basic materials names to maintain their profit margins despite a slowdown in China.

  3. Low Turnover Creates High Marks for Dodge & Cox Stock

    Long security-holding periods and high retention of in-house personnel have contributed to this Gold-rated fund's category-leading performance.

  4. 5 Numbers for This Gold-Rated Fund

    This actively managed portfolio has a very low expense ratio, a well-rounded asset mix, and outstanding long-term performance.

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Recent Articles

  1. Dear SEC

    About that target-date funds proposal ...

  2. Can Financial Advice Fit in an Algorithm?

    We can either use these tools to deliver better service to our clients, or we can pretend nothing's changed and work ourselves into obsolescence.

  3. Quickview: Tag Your Way to Efficient File Search

    Windows and Mac let you tag documents to speed up file search and retrieval.

  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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