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  1. Low-Cost Exposure to the Consumer Discretionary Sector

    Its narrow focus and sector concentration make this ETF best-suited for use as a tactical tool to complement a diversified portfolio.

  2. The Limits of Investment Math

    For long-term investors, knowing higher math isn’t necessarily an advantage.

  3. Green Utilities?

    Morningstar incorporates ESG into its analysis and finds some surprises.

  4. Insights from an Anonymous External Investment Wholesaler

    How to balance managing businesses, managing portfolios, managing team members – and managing the rest of life.

  5. Is the Contrarian Bell Clanging for Stocks?

    At some point, investors will stop looking at the bright side.

  6. Announcing Morningstar's 2016 Fund Managers of the Year

    Check out the winners, and discover what makes them stand out.

  7. Outcome Bias Can Bite When Clients Don't Dig Deeper

    One of the most basic investing mistakes is focusing on a past investment outcome without regard to the process or factors behind it.

  8. Rethinking Mutual Fund Pricing, Entirely

    The SEC's acceptance of "clean shares" could usher in a simpler fund-pricing scheme.

  9. 2 Stumpers Explained: RMD for Deceased Employee and NUA Treatment

    Knowing the rules is more than a good idea--it may also be a legal requirement for advisors.

  10. Want to Grow Your Practice? Learn How to 'Fill the Bucket'

    To grow your advisory, you need to identify and then diligently support those staff members who can 'fill the bucket' by bringing in new clients.

  11. 17 Funds for 2017 and Beyond

    Some fund ideas for long-term investors.

  12. 4 Ways to Improve Your Sales Skills

    Successful financial advisors are great sales people.

Recent Videos

  1. 4 Notable Funds in the Struggling Large-Growth Category

    Paired with more value-oriented funds, these four Medalist funds can help diversify a portfolio.

  2. Fund Reopenings a 'Contrarian Buy Signal'

    Morningstar's Russ Kinnel says now may be a good time to consider some highly rated actively managed funds that are again available to new investors.

  3. 2 Media Giants With Advantages Over Netflix

    Analyst Neil Macker sees challenges to Netflix's valuation, and says Disney and Fox may be better alternatives for investors.

  4. Valuation-Driven Process Boosts Scout Core Plus Bond

    A management team unafraid to stray from the benchmark to find value and relatively low fees lead to a Morningstar Analyst Rating of Silver.

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Recent Articles

  1. What Benchmarks Do You Use for Success?

    Faulty comparisons can lead us to use the wrong benchmarks in life.

  2. How 6 of Our Top Core Stock Funds Have Fared

    Our Gold-rated large-blend funds range from focused to super diversified passive funds.

  3. Sequoia's Foundation Looks Stronger Than It Was Before

    Despite continued poor performance, there's reason for optimism at this Bronze-rated fund.

  4. A Low-Cost Way to Make a Diversified Bet on Energy Stocks

    Energy Select Sector SPDR ETF bundles energy stocks from the S&P 500 for a low fee.

View More

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