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  1. When Non-Fiduciaries Hold the Fiduciary Keys

    Some end-of-summer observations on suboptimal fiduciary set-ups, the 'incidental' issue in the fiduciary wars, and reflections on Tibble v Edison.

  2. Silvercrest Asset Management Group Inc. Reports Q2 2015 Results

    Silvercrest Asset Management Group Inc. Reports Q2 2015 Results

  3. Measuring the Success of Your Dividend Portfolio

    Worry less about beating the benchmark and more about dividend growth and achieving your desired outcomes, says Morningstar's Josh Peters.

  4. Morningstar's Dividend Playbook

    DividendInvestor editor Josh Peters walks investors through his drill for uncovering sustainable and growing dividends in this special presentation.

  5. When Dividend Yield Isn't Enough

    AT&T may have a dividend yield of more than 5%, but Verizon's dividend-growth rate and smart capital-allocation decisions point to better total-return prospects, says Morningstar's Josh Peters.

  6. Trends: Dangerous Illusion

    This article represents opinions of the author and not those of his firm and are subject to change from time to time and do not constitute a recommendation to purchase and sale any security nor to engage in any particular investment strategy. The information contained here has been obtained from ...

  7. An Aggressive Tax-Efficient Portfolio for Retirees

    Here is a model portfolio for younger retirees, pre-retirees, or those with other income sources.

  8. A Moderate Model Portfolio for Retirees

    This group of funds offers a balance of total return and stability.

  9. An Aggressive Model Portfolio for Pre-Retirees

    See what we recommend for those with a higher risk capacity.

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