Thu, 14 Aug 2014
Regularly reviewing the investments you use in client portfolios can be relevant even for advisors with a passive investment philosophy.
Debates on Stafford Loan rates continue in Washington as the July 1 deadline approaches, while this year's college grads might be too optimistic of near-term job success.
Regardless of which SEC money-fund reform gains approval, retail investors will still find safety in this asset class, says Morningstar's John Rekenthaler.
The 401(k) is really a thrift plan that we've tried to redesign into a retirement plan, and it needs to change, says the Vanguard founder.
Below-average returns don't shake Morningstar analysts' confidence in some funds, while recent outperformance doesn't grant higher ratings to others.
Morningstar's Christine Benz offers tips on how to handle your portfolio's stock, bond, and cash stakes when markets shake investor confidence.
Investors should be cautious of rapid inflows into high-yield and bank-loan funds as managers could have difficulty putting excess money to work in high-conviction ideas.
Many retirees are creating hybrid withdrawal plans--with ceilings and floors--to adjust for market volatility, but a balanced portfolio is key amid fluctuating rates, says Vanguard's Maria Bruno.
May flows data show investors are putting money to work in nontraditional fixed-income holdings, as well as emerging-markets equities, for perceived better returns.
Morningstar's Christine Benz helps investors assess allocations, check their progress, target holes and overlap, and upgrade their holdings.
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