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.
Despite equities' strong returns, investors remain unexcited about stocks and instead continue to put more money to work in bond funds.
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.
Increasing demand, tightening supply, and expectations for higher rates and inflation should bring better muni returns in the coming years, says Nuveen's John Miller, Puerto Rico notwithstanding.
Increased institutional use of mutual funds is among the surprises in this year's survey results.
A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
©2014 Morningstar Advisor. All right reserved.