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First Financial

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  1. Value Add

    Frank Paré wants to improve the lives of his clients and those in his community.

  2. Making the Right Calls

    John Walthausen launched his namesake firm and first mutual fund just as the housing bust was unfolding. Prescient moves since then are getting him noticed by small-cap investors.

  3. Making the Right Calls

    John Walthausen launched his namesake firm and first mutual fund just as the housing bust was unfolding. Prescient moves since then are getting him noticed by small-cap investors. 

  4. The Fascinating World of Closed-End Fund Filings

    Can't tell the difference between an N-CSR and an N-2A filing? We walk through some of the most common financial statements filed by CEFs.

  5. Manufacturing Activity Slowing Down Across Developed Europe

    This article is for informational purposes only. This article is not intended to provide tax, legal, insurance or other investment advice. Unless otherwise specified, you are solely responsible for determining whether any investment, security or other product or service is appropriate for you based ...

  6. Previous Morningstar Fund Manager of the Year Winners

    When selecting our Fund Manager of the Year award winners, we look for managers: Who have made a lot of money for a lot of investors over a long period of time, and who also had a good calendar year. Who have blazed a trail with original research and who stick to their strategies through thick and ...

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