Morningstar.com readers are expecting a 'meh' (or worse) showing from stocks for the rest of the year.
Preharvesting losses can help offset rebalancing pain, but the strategy won't benefit everyone.
Consider careful asset location, selling losers (and winners), and using the specific-share identification method.
It is unreliable at best.
Retail goods are on sale, but Morningstar.com readers say that investments are looking pricey.
Transaction costs, time horizon, and personality all play a role.
On the importance of taxes in investing.
Many fixed-income CEF investors are heading for the exits, but the movement is creating attractive discounts, says RiverNorth's Patrick Galley.
Morningstar's director of personal finance recommends locking down short-term income needs in cash-like investments, stress-testing your bond holdings, and staying poised to buy on the dips.