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  1. Gaffney: Get Away From Market Risk Now

    Given valuations and where interest rates are headed, you don't want a lot of market risk now, says Eaton Vance Bond manager Kathleen Gaffney.

  2. Sri-Kumar: Time for a Central Bank Exit Plan

    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.

  3. 6 Reasons to Check Your Expectations for the Economy

    Why Morningstar's Bob Johnson is not the most optimistic guy on the street.

  4. No Great Rotation Into Equity Funds Yet

    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.

  5. Gateway's Unique Approach to Protect From Market Cataclysms

    Gateway's Harry Merriken discusses how the fund's stocks-and-options strategy hedges against volatility to keep people invested in equities, while its tax efficiency is an added bonus.

  6. Social Security: Know the Rules on Spousal Benefits

    The decision about when to file for Social Security benefits is a complicated one, and it gets even more complex when two spouses are involved.

  7. Grading the Fund Investor Experience

    The U.S. gets an overall A in Morningstar's third Global Fund Investor Experience Report, but some things could be better for U.S. fundholders.

  8. Head-On Approaches to Fixed Income

    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.

  9. A Wirehouse Perspective on ETF Managed Portfolios

    UBS' Justin Demko breaks down the components in his team's managed portfolios strategy and the advantages they can have for advisors.

  10. These Growth Funds Aren't Laggards

    Although value funds have led the pack during this year's equity bull run, a handful of growth-oriented portfolios have held their own.

  11. What's Holding Employment Back?

    It's no secret the job market recovery has been sluggish, but the culprits might surprise you.

  12. Insights From the 'Best on the Street'

    Hear industry outlooks and best ideas from the 12 Morningstar analysts named by The Wall Street Journal among the "Best on the Street."

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