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  1. A Portfolio Checkup in 6 Steps

    In this special midyear presentation, Morningstar's Christine Benz demonstrates how to gauge the viability of your current plan, evaluate positioning, troubleshoot risk factors, and much more.

  2. Moats Great Indicators for Stock Staying Power

    Companies with fortified moats can stave off competition and tend to have better risk-adjusted returns than the broader market.

  3. Finding Value in a Challenging Market Environment

    In this special one-hour presentation, Morningstar experts share their takes on how investors can navigate a world with slightly overvalued stocks, an uncertain interest-rate environment, and a slow-growing economy.

  4. How Strategic Beta Can Factor Into a Diversified Portfolio

    Combining strategic-beta approaches with each other, or with traditional cap-weighted holdings, can offer diversification benefits, though these strategies require long-term commitments, says Russell's David Koenig.

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