Since 2003, the lowest-cost mutual funds have taken the lion's share of assets as the benefits of low fees became widely recognized and advisors moved away from commission-based accounts.
With most of the debt now being held by institutions, contagion is no longer a concern, says Morningstar's Bob Johnson.
If your plan has high fees, no company match, or poor investment choices, let the data do the talking and be politely persistent, says Morningstar's Christine Benz.
This week's retail sales report provided more evidence that the economy is bouncing back from a tough first quarter. Plus, Apple conference insights and more.
In addition to moving from stocks to bonds, investors may also pivot away from more volatile intra-asset-class tilts as they move into retirement, says Morningstar's Christine Benz.
Consider these 529 plan strategies, tax and financial aid implications, and more when saving for grandkids.
The Templeton Global manager discusses recent Europe bond volatility, the outlook for the dollar and emerging markets, plus the need for a dynamic approach to international bonds.
SPDR S&P Homebuilders ETF--which also holds home-furnishing, building-products, and home-retailer stocks--is a low-cost way to invest in a sector with positive potential.
Morningstar's Dan Werner expects continued pressure on net interest margins, increased fee revenue, a focus on expense controls, and strong trading revenue for investment banks.
Strong iPhone sales in China and other emerging markets boosted the tech giant even as iPad sales disappointed and the company struggled to meet demand for the Apple Watch, says Morningstar's Brian Colello.
New research shows that holding unpopular stocks and avoiding hot ones can lead to outperformance over time, says Zebra Capital Management's Roger Ibbotson.
Instead of timing the ups and downs, investors should hold stocks for the long run and look to short-duration bonds as portfolio diversifiers, says Zebra Capital Management's Roger Ibbotson.
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