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E.piphany

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  1. Getting Religion With Faith-Based Mutual Funds

    There are more options than ever for investing in line with religious beliefs, writes Morningstar senior fund analyst David Kathman.

  2. A Niche Built on Trust

    Kathy Shultz’s unique practice helps immigrants get the best from their money.

  3. Richards: Don't Underestimate the 'Bad Behavior' Drag

    Investors' bad behavior can swamp their carefully laid plans and even the best investment selections, says financial planner, New York Times blogger, and author Carl Richards.

  4. What Does Harry Markowitz Think?

    Sam Savage and Paul Kaplan built a new approach to the pioneering economist's models. Now, they ask for his blessing.

  5. Book Review: 'The Investment Answer'

    A Wall Street veteran with terminal cancer shares his secrets.

  6. 'Being Done' for the Larger Firm

    There are shades of gray, particularly within larger firms.

  7. The 2005 Morningstar Fund Managers of the Year

    These winners put shareholders first--and deliver.

  8. How to Spruce Up Your PowerPoint Presentations

    Low-cost software can make you a sophisticated PowerPoint user.

  9. David Winters, Wintergreen

    A successful entrepreneur and world-class investor, Winters achieved both by taking an eclectic approach.

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