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  1. Seasoned Professional Seeks Guidance on Pre-Retirement Portfolio

    In case a layoff 'comes of of nowhere,' we prep a portfolio for liquidity and long-term growth.

  2. Soon-to-Retire Couple Balances Travel Dreams With Portfolio Longevity

    The bucket strategy helps tee up near-term distributions and set long-term allocations.

  3. If the Sun Continues to Shine on Japan, These Foreign Funds Are Ready

    Investors looking for diversified foreign large-cap funds that have an overweighting in the country should consider these names.

  4. The Multitaskers: Saving for Retirement With an Eye on College

    With a toddler, and another baby on the way, a single-earner couple aims to get the most bang for their investment dollars.

  5. Questions and Answers on Morningstar's Valuation Model

    Morningstar StockInvestor editor Matt Coffina answers some common questions about Morningstar's valuation model.

  6. Insights From the 'Best on the Street'

    Hear industry outlooks and best ideas from the 12 Morningstar analysts named by The Wall Street Journal among the "Best on the Street."

  7. Morningstar Investment Conference Preview

    Ahead of our annual event, Morningstar analysts highlight the pressing issues facing investors today and what they are expecting to hear during the three-day confab.

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

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

  9. Benz: 3 Funds for a Stock-Picker's Market

    If you believe success in today's stock market demands selectivity, these fund managers have proven they can deliver, says Morningstar's director of personal finance.

  10. How to Tell if Your Fund Invests With Buffett

    Fund portfolio and Berkshire Hathaway shareholder data show which funds hold significant chunks of the company's stock.

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