Tue, 31 Mar 2015
Asian Shares Rise
Investors should dig into their bond portfolios to understand all the places their managers are hunting for yield, says Morningstar's Eric Jacobson.
The recent sell-off of gold and other commodities has led to advantageous discounts for precious-metals CEFs, but the funds should remain a small portion of your portfolio.
Investors may need to stretch for a bit more yield, but to get entirely out of a very safe bond index fund and into riskier fare should be unacceptable, says the Vanguard founder.
Morningstar investment experts Russ Kinnel, Matt Coffina, Josh Peters, and Sam Lee answer viewer questions about the current market and the best opportunities in stocks, funds, and ETFs today.
Active ETFs may hold a tax advantage, but lack of 401(k) availability and the need to publish daily holdings have held back their growth versus their open-end brethren.
Roundtable Report: Experts dig into the ETF versus index fund debate, active and passive strategies, fixed-income benchmarks, factor investing, and much more.
Morningstar's director of personal finance outlines how to gauge your portfolio's viability, evaluate your allocation, troubleshoot risk factors, and more in this special Web seminar presentation.
After strong flows into stock funds earlier this year, investor interest in equities is waning as bond funds remain in high demand, says Morningstar's Mike Rawson.
©2014 Morningstar Advisor. All right reserved.