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  1. 10 Richly Valued Funds to Avoid Right Now

    Investors need to look before they leap into overvalued CEFs. 

  2. A Premium Reappears for JPMorgan Alerian MLP Index ETN

    While investors have flocked to an MLP exchange-traded fund, we recommend sticking with exchange-traded notes for this asset class.

  3. President Proposes IRA Changes

    The president's proposals to cap retirement account contributions and scrap stretch IRAs don't hold water.

  4. Protect Against Phishing Attacks

    Simulated phishing attacks can identify holes in advisors' security practices before real attacks are encountered.

  5. Medicaid Planning Is Alive and Well

    The Deficit Reduction Act of 2005 with its five-year look-back put a big dent in Medicaid planning for long-term care. But there are still plenty of options for preserving income and retaining assets.

  6. Is Your 529 Plan a Star Performer?

    Morningstar measures college-savings plans' risk-adjusted performance.

  7. Funds That (Still) Buy Like Buffett, 2013

    Funds with similar stock holdings to Warren Buffett have excelled over time.

Recent Videos

  1. Gaffney: Get Away From Market Risk Now

    Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.

  2. Sri-Kumar: Time for a Central Bank Exit Plan

    Aggressive easing policies, particularly in the U.S. and Japan, are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.

  3. 6 Reasons to Check Your Expectations for the Economy

    Why Morningstar's Bob Johnson is not the most optimistic guy on the street.

  4. No Great Rotation Into Equity Funds Yet

    After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.

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Recent Articles

  1. Can Vanguard Keep the Faith While Expanding Even Further?

    The biggest U.S. fund firm still stands out.

  2. Selecting an ETF Managed Portfolio - Part Two: Strategy Selection and Use in a Portfolio

    Defining the needs of a client portfolio is crucial to selecting an appropriate strategy. 

  3. Cambria Launches ETF Focused on Dividends, Debt Paydowns, and Share Buybacks

    Guggenheim to close a dim sum bond ETF, and updated filings on proposed emerging-markets ETFs from Emerging Global Advisors and Krane Funds. Plus, the week's best- and worst-performing funds.

  4. Consider Adding These Positively Rated, Undervalued Funds to Your Portfolio

    Purchasing strong funds at good relative valuations is crucial when investing in closed-end funds. 

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