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  1. When Holding a Single Stock Isn’t Imprudent

    An example of flexibility in modern prudent fiduciary investing.

  2. How Herding Leads to Market Bubbles

    Fear of missing out can lead investors to bid up pricing of particular asset classes and lead to bubbles.

  3. Divorce, Beneficiary Designations, and Retirement Accounts

    Here's why it's so important to update beneficiary designations after a divorce.

  4. CRM: From Accuracy Comes Value

    Taking the time to review the accuracy and completeness of your CRM data can have big payoffs for both internal analytics and external marketing efforts.

  5. The Promise of Behavioral Finance

    By learning to overcome their biases, investors gain a vital tool to help them reach their financial goals.

  6. How Do People Receive Advice?

    Fintech has made gains in the personal finance space, but there’s room to grow.

  7. Key Policy Issues to Watch

    Americans need better access to retirement plans, help with drawdown phase.

  8. The Death of Active Management Has Been Greatly Exaggerated

    Active investing will never die, but it’s being forced to evolve.

  9. For Active Funds, Winter Is Coming

    Over the next decade, $1 trillion could leave actively managed funds, a lethal amount for hundreds of firms.

  10. Balance of Power Tilts Away From Asset Managers

    Fees and performance will loom large over industry.

  11. Sustainable Investing Comes of Age

    With improved data and research, ESG enters the investment mainstream.

  12. Song Remains the Same

    Investors still grapple with the emotional side of money.

  13. Advisors in a Good Spot

    The financial-advice industry is being challenged—for the best.

  14. Alpha, Beta, and … More Gamma

    How advisors add value through a robust portfolio-planning process.

  15. China’s Next 10 Years

    Demographic change will reduce growth and reshape the economy.

  16. Dusting Off Wealth Management

    An old, established industry can still thrive if it embraces change.

Recent Videos

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    We see room for both healthy dividend growth and stock appreciation in the undervalued narrow-moat apparel manufacturer.

  2. IBM Posts Mediocre Quarter; Shares Fully Valued

    Management is optimistic that results will look better in the second half of 2017, but we think investors should wait for a bigger discount before buying.

  3. A Quality, Undervalued Healthcare Firm

    We see opportunity with wide-moat McKesson as drug pricing downturns and client contract losses abate.

  4. Manager Changes Amid Good Relative Performance at Fidelity

    Morningstar's Katie Reichart gives a midyear review of the firm as it confronts investors shifting to passive.

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Recent Articles

  1. The Dangers of Groupthink in Investing

    Why it's important for investors to have conviction--especially when going against the crowd.

  2. Quality and Value Without the Side Sector Bets

    Quality and value investment strategies often introduce ancillary sector bets, but it may be prudent to constrain them.

  3. Does Consumer Sentiment Predict Stock Prices?

    Zigging when other investors are zagging.

  4. Good Bets for a Rebound

    The tech rally and value slump have been headwinds for these Morningstar Medalists, but don't count them out.

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