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  1. Morningstar's Annual Global Flows Report Shows Equity Funds Led Record Inflows of $1.3 Trillion in 2014

    Morningstar's Annual Global Flows Report Shows Equity Funds Led Record Inflows of $1.3 Trillion in 2014

  2. What Every Investor Needs to Know About Basis

    Estate planning and other strategies to minimize capital gains tax on highly appreciated assets.

  3. Tax Bracketology: Understanding Marginal vs. Effective Rates

    And which one you should pay more attention to.

  4. Converting to a Roth? Answer These 3 Questions First

    Ask yourself when you'll need the money, what your future tax bracket may be, and where you'll find the money to pay the taxes due upon conversion, says retirement expert Ed Slott.

  5. What Happens When Vanguard Owns Everything?

    The company is bigger than an 800-pound gorilla--and still growing.

  6. What Happens When Vanguard Owns Everything?

    The company is bigger than an 800-pound gorilla--and still growing.

  7. Is the Do-It-Yourself Retirement Model Failing Us?

    401(k) auto-enrollment and auto-escalation programs have made a big difference, but too many retirement savers are still being left behind, says behavioral science and economics professor Richard Thaler.

  8. Retirement Planning in Overvalued Markets

    Ratcheting down your equity exposure when stocks are richly valued can help combat 'sequence of return' risk and improve retirement-income sustainability, says financial-planning expert Michael Kitces.

  9. A Dynamic Approach to Asset Allocation

    Valuation should be a key driver of how an investor's asset allocation looks at a given life stage, says GMO's Ben Inker.

  10. What a Rate Hike Here Could Mean for Foreign Bonds

    We delve into how foreign-bond funds performed in previous rising-rate environments and find some surprising results.

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