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  1. Changing Definition of Retirement: The Three P's

    Advisors who think of retirement planning only as calculating a client's 'dollars per month' will limit their power to act in the new realities of retirement.

  2. A Divergence of CEF Returns in February

    Europe's quantitative easing and a strong U.S. dollar lifted the eurozone and Japan, but negative headline news pushed the municipal market lower.

  3. Do Institutional Investment Consultants Add Value?

    Results were noisy, but a new paper shows consultants overall struggle to add value through fund selection, writes Morningstar's John Rekenthaler.

  4. A Checklist for IRA Rollovers

    Remember to account for aftertax money in the plan, plan loans, life insurance, spousal consent, and more as part of the transaction considerations.

  5. 5 Steps to Explain Portfolio Construction to Clients

    Communicating a disciplined process helps them understand why they own what they own.

  6. The Almighty Dollar

    Options for capitalizing on the dollar's rise.

  7. Fiduciary Definition Has Another Charlie Brown Moment

    Will the DOL jerk the football away from those advocating for the fiduciary standard?

  8. When a Manager Change Means More of the Same

    Two recent manager changes at Goldman Sachs illustrate how other factors can mitigate the disruption.

  9. A Single Time-Management Worksheet to Supercharge Your Productivity

    Time management is not about doing more; it's about doing more of the right things.

Recent Videos

  1. Saving College-Bound Kids From Financial Pitfalls

    Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.

  2. 3 Retiree Pitfalls in a Still-Lofty Market

    Beware the dangers of complacency, remember the virtues of defensive holdings, and resist the temptation to overreach for yield, says Morningstar's Christine Benz.

  3. What the Market Turbulence Means for Investors

    Recent volatility should prompt investors to put their performance in perspective, check their exposures, and update their watchlists.

  4. Unemployment by Education Level: A Drastic Gap

    The unemployment rate is about three times higher for those with no high school diploma versus college graduates, says Morningstar's Bob Johnson.

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Recent Articles

  1. A Costly Education

    Amid soaring prices, financial planners need a role in solving what ails U.S. universities.

  2. 'No, Like This...'

    When a simple drawing becomes a key tool to help clients understand complex information.

  3. Web Seminar: ETF Strategies for Income Needs

    Tuesday, March 31, 2015, at 3 p.m. EDT

  4. International Small-Cap Funds Offer Better Diversification

    And they do so without more risk, relative to international large-cap funds.

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