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  1. When Stocks Are Safer

    Data show that the longer investors held stocks (and stomached short-term volatility), the safer they became for meeting portfolio objectives, says Morningstar's David Blanchett.

  2. Can 401(k)s Get the Job Done?

    Roundtable Report: Christine Benz, John Rekenthaler, and David Blanchett weigh in on how this savings vehicle can be made better and used better by the increasing number of Americans who will depend on it.

  3. A Tax Checklist for Same-Sex Couples

    After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns, streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.

  4. Top Bond-Fund Picks for Retirees

    Morningstar's Eric Jacobson runs the gamut with some of his favorite fixed-income funds, including ideas for core, short-term, multisector, high-yield, and muni exposure.

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