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Morningstar Advisor Magazine

  1. Liquidity Signals

    Incorporating market-liquidity levels in a dynamic asset-allocation policy improves portfolios.

  2. Why Investors Lag the Returns of Their Funds

    Volatility proves challenging for many shareholders.

  3. Investing’s No-Brainers Have Costs

    Every investing decision comes with a potentially pricey trade-off.

  4. The Broader Lessons of Tweedy, Browne Global Value's Revival

    Why a prominent fund lagged, and why patience was called for.

  5. Driven to Succeed for Clients and Family

    Luke Wiley wants to write the book on helping clients reach their potential.

  6. How to Assess a Portfolio’s Bond Risk

    Duration and credit quality only tell part of the story.

Back Issues

Looking for an article to print and read later, or send to a colleague? All issues of Morningstar Advisor magazine are available online in a fully searchable, digital format.

  1. December/January 2013

    Why advisors are moving toward funds of funds and their more-dynamic investing paths. Plus, performance gaps in alternatives funds, an Undiscovered Manager who welcomes good deals, and using "Gamma" to measure the importance of intelligent financial-planning decisions.

  2. October/November 2012

    What you can learn from academics and quants who are constructing mechanical factor strategies and redefining outperformance. Plus, quantifying retirement-withdrawal strategies, an Undiscovered Manager focused on relationships rather than marketing, and talking factor investing with Cliff Asness ...

  3. February/March 2013

    The value of active management is called into question as assets flood into passive investments. Plus, commodities that bypass the futures market, a management team who openly discusses their firm's successes and failures, and a market timing study in making asset-class decisions.

  4. August/September 2012

    Technical factors more than fundamentals are keeping the municipal-bond rally aloft. Can it last? Plus, how major market crashes can be quantitatively explained, an Undiscovered Manager with a successful micro- and small-cap investing approach, and debating money with Chicago professors John ...

  5. June/July 2012

    Investing side by side with exemplary stewards of capital leads to successful results. Plus, the dangers that lurk in ETNs, an Undiscovered Manager who doesn't flinch to do right by shareholders, and talking bonds with Dan Fuss and Michael Hasenstab.

  6. April/May 2012

    As sophisticated strategies become more accessible to everyday investors, advisors should redefine the role they play in a portfolio. Plus, Morningstar Conversation with Nobel-winner Thomas Sargent and how central bank drive gold rush.

  7. February/March 2012

    European economies are headed for deep recessions, and austerity isn't the solution. Plus, the math that matters, by Don Phillips; why investors should avoid nonlisted REITS; and how tactical funds missed their big chance.

  8. December 2011/January 2012

    Welcome to China's Universe: How to invest in what will become the world's dominant economy. Plus, Morningstar Conversation with Yale professor Zhiwu Chen, how Wedgewood uses ideas from indexers and value investors, where indexing fails, and is it rational for investors to flood into passive ...

  9. October/November2011

    Thirsty for Yield: Real yields are drying up, but opportunities for income are still out there. Plus, Morningstar Conversation with Don Yacktman, how BM&O built a winning culture, what questions to ask before buying a closed-end fund, and the muddled proposition of "to" and "through" target-date ...

  10. August/September 2011

    The Passive Invasion: ETFs are disrupting fund-distribution models, and asset management will never be the same. Plus, Morningstar Conversation with Bill McNabb and Marty Flanagan, Baron exiles create own slate of funds, better ways to analyze ETFs, and the pitfalls of peer groups.

  11. June/July 2011

    529 Plans Grow Up: New tools and transparency make it easier than ever to find right 529. Plus, 10 Questions about the college-savings challenge with TIAA-CREF's Douglas Chittenden, the inefficient pricing of moats, and utilities after Japan's crisis.

  12. April/May 2011

    State of the Fund Industry: U.S. investors are well served, but Europe's fund industry has its sights on bigger things. Plus, Morningstar Conversation with John Gunn and Greg Johnson, why bond funds are cheaper than stock funds, the lingering effects of reform on the health-care sector, and 10 ...

  13. February/March 2011

    This issue's Spotlight section looks at how active and passive investment strategies should coexist. There's also 10 Questions with Bob Olstein, a Gray Matters article on credit risk, screens, picks, and more.

  14. December 2010/January 2011

    In today's chaotic environment, a one-size-fits-all approach won't cut it.

  15. October/November 2010

    Federal estate-planning rules are still up in the air, and only careful planning can keep assets moving toward their intended recipients.

  16. August/September 2010

    Investor's have the chance to take advantage of the sector's long-term prospects.

  17. June/July 2010

    Ignoring the dangers, investors rush to fixed-income funds.

  18. April/May 2010

    Inflation. Deflation. High interest rates. Boom times. How to invest in these economic environments and more.

  19. February/March 2010

    Higher growth rates are available outside the United States - as are many of the world's best companies.

  20. December 2009/January 2010

    Skillfully applied, an allocation of alternative investments can lower a portfolio's overal risk profile.

  21. October/November 2009

    October/November 2009

  22. August/September 2009

    August/September 2009

  23. June/July 2009

    June/July 2009

  24. April/May 2009

    April/May 2009

  25. February/March 2009

    February/March 2009

  26. Fall 2008

    Fall 2008

  27. Summer 2008

    Summer 2008

  28. Spring 2008

    Spring 2008

  29. Winter 2008

    Winter 2008

  30. Fall 2007

    Fall 2007

  31. Summer 2007

    Summer 2007

  32. Spring 2007

    Spring 2007

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