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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. The Week Ahead: Brick-and-Mortar Retail Earnings on Tap

    Earnings from Wal-Mart, Macy's, Kohl's, and Home Depot are due. Plus, new and existing home sales data.

  2. Rising Inflation Will Crimp Consumer Spending

    Higher inflation plus steady wage growth equals less consumer spending power, says Morningstar's Bob Johnson.

  3. Weekly Wrap: Berkshire Buys, Activist Targets P&G

    Warren Buffett's firm adds to airlines and Apple while Procter & Gamble faces a new activist investor. Plus, Pepsico well positioned for the future.

  4. Lower Fees for Target-Date Funds as Money Keeps Flowing In

    MFS Lifetime and Fidelity Freedom are just two of the firms that have cut costs to make their series more attractive to investors.

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Recent Articles

  1. Will Rising Bond Yields Sink High-Dividend Stocks?

    Is the conventional wisdom wise?

  2. How to Help Clients Overcome Regret Aversion Bias

    Advisors not only help clients make good decisions, but they help them avoid making bad ones, too.

  3. The National Economic Council: Let Investors Eat Junk!

    The arguments against the Department of Labor’s fiduciary rule grow ever stranger.

  4. Strategy and Structure Make ETFs Tax Efficient

    ETFs can be a good choice for tax-sensitive investors, but remember they aren’t tax-exempt.

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