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  1. The Active vs. Passive Framework, Updated

    Catching up with the times.

  2. Learning to Fly

    How investors can change their behavior and avoid costly portfolio mistakes.

  3. 2016 Morningstar Investment Conference

    Follow our annual Investment Conference with Morningstar.com's on-the-spot reports and one-on-one interviews with some of the industry's best investing minds.

  4. Protecting Against an Expensive Market

    Value investing, emerging markets, and preferred stocks.

  5. Ready, Fire, Aim: The ETF Industry Blasts Its Spaghetti Cannon

    Though there are now over 1,900 exchange-traded products to choose from, most of us could build a perfectly suitable, low-cost portfolio selecting a small handful of the 100 largest.

  6. Why Are Primecap Funds So Sustainable?

    These Gold-rated funds have Morningstar Sustainability Ratings of High despite not explicitly trying to do so.

  7. Municipal CEFs: Hold the Door

    The threat of rising rates caused a brief sell-off in municipal bond CEFs in May. Plus, muni CEFs aren't as expensive as they look. 

  8. ESG + ETF = BFFs?

    Investor demographics are slowly turning in favor of the pairing of impact-oriented strategies and the exchange-traded fund chassis, and investors' need for relevant analytics is growing as a result.

  9. Mind the Gap 2016

    What factors lead to better investment timing?

  10. Tax-Refund System Hinders Savings in U.S.

    Workers think of refunds as a license to spend.

  11. Hidden Dangers in Estate Documents

    Periodically reviewing wills, power of attorney, and other estate-planning documents goes a long way toward protecting your older clients.

Recent Videos

  1. This Allocation Fund Is Contrarian but Straightforward

    Silver-rated Oakmark Equity & Income has veteran management, a strong long-term record, and a below average risk rating.

  2. Jobs Still Key to Fed Rate Decision

    With headline inflation likely to remain tame, Morningstar's Bob Johnson thinks strong jobs data will be needed to force the Fed's hand in September.

  3. What the Market Misses About Eli Lilly

    The next generation of immunology drugs will help Eli Lilly navigate the shifting pharma landscape.

  4. Going Defensive? Look at These 3 Funds

    Amid turmoil around the world, this may be a good time to consider defensive funds to stay invested and dial down the risk, says Morningstar's Russ Kinnel.

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Recent Articles

  1. Learning to Stand Still

    Your clients’ success depends on it.

  2. Taking the Person Out of Personal Finance

    Automation will mean better outcomes for investors.

  3. The Future of Robo-Advice

    Automated solutions won’t render a profession obsolete.

  4. Navigating ETF Premiums and Discounts

    What is net asset value? Why does it matter? And how can you ensure that you are buying and selling ETFs at a fair price?

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