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Laura Pavlenko Lutton

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  1. 529 Risks Include the Political

    Forming a partnership with state governments carries its own set of challenges and quirks.

  2. How Individual Stock Investors Can Save for College

    It's possible to find more flexibility by going outside of 529s, but not without trade-offs.

  3. Vanguard's Target-Date Funds Earn Top Marks

    Oppenheimer brings up the rear, according to new Morningstar reports.

  4. Does Your Fund Manager Feel Your Pain?

    Less than half earn credit for fund ownership in our Stewardship Grades.

  5. Letter to SEC: Target-Date Investors Need Help With Big Picture

    Proposed disclosure rules strike right tone, but don't go far enough.

  6. Letter to SEC: Short Fund Prospectus Helps Shareholders

    See Morningstar's version of the summary filing.

  7. The Best 529 College-Savings Plans

    Most plans are improving, but some still have work to do.

  8. Morningstar Stewardship Grades: Three Lessons Learned

    We've learned a few things about mutual fund governance.

  9. Few Funds Ace Morningstar's Stewardship Test

    Our new methodology makes it tougher for funds to earn top grade.

  10. This Time It's Personal

    Because clients will hold target-date funds for decades, it's critical for advisors to judge the people who run the funds.

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