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Laura Pavlenko Lutton

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

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

  2. 529 Risks Include the Political

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

  3. 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.

  4. 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.

  5. College Savers Easing Back Into the Market

    Cash is no longer king, but caution still rules.

  6. Cloudy With a Chance of High Fees

    529 plans are tough to analyze and too expensive.

  7. Fundholders Still Need Fee Clarity, Fierce Watchdogs

    Fund investors need more than the Supreme Court's 'status quo' decision in the Jones v. Harris fund-fee case.

  8. Style Universe: Small Value Keeps Its Momentum in 2002

    The small-value and small-blend categories still have some fuel left.

  9. Does Your Fund Manager Feel Your Pain?

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

  10. Letter to SEC: Short Fund Prospectus Helps Shareholders

    See Morningstar's version of the summary filing.

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