Thu, 21 Sep 2017
Lack of short-term discipline can wreak havoc long-term goals.
Berkshire's strong culture is a reminder that good management can help widen a moat, says Morningstar StockInvestor editor Matt Coffina.
Although the interest rate spread between corporates and Treasuries looks reasonable, because interest rates themselves are so low, corporate bond investors aren't being adequately compensated on an all-in basis, says Morningstar's Dave Sekera.
Although some opportunities are available today, muni investors should be sure they are getting compensated for the risks they are undertaking, says Fidelity's Mark Sommer.
Aggressive easing policies, particularly in the U.S. and Japan, are creating a global currency war and establishing the foundation for a possible worldwide recession, says Komal Sri-Kumar.
The mid-single-digit returns that fixed-income investors have become accustomed to are unlikely to be repeated, says Fidelity Total Bond manager Ford O'Neil.
Morningstar's Christine Benz shows you how to uncover portfolio strengths and weaknesses, determine the impact of market movements on your asset mix, and more.
As investors debate the challenges of interest - rate and credit risks, they should also understand the role bonds play in their portfolios, says Morningstar's Sarah Bush.
With very low yields, it's important for retirees to refocus on cash flow, use high-quality bonds as a shock absorber, and hold some cash in their portfolios, says Christine Benz.
Add inflation protection to your portfolio, sensibly.
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Using a retirement account to save for college invites many potential pitfalls.
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