3 Land Mines to Avoid in the Fourth Quarter
From election shockers to interest-rate increases to mutual fund capital gain distributions, how to keep a cool head when others aren't.
Year-End Financial Planning To-Dos for Investors
Our Favorite Funds for Retirement Portfolios
Christine Benz's bucket portfolios for retirees focus on simplicity, diversification, and low costs.
Find the Right Investments for Your Retirement Portfolio
Morningstar's 2016 Retirement Matters Week
Rate Hike Worries? Look Beyond the Usual Suspects
With slim yields and high valuations, several security types could be cruising for a bruising.
Will Low Interest Rates Continue to Fuel Stocks?
PIMCO: Playing It Safe at the Short End of the Curve
Morningstar Article Library
The Short Answer
Christine Benz Columns
Christine Benz Videos
30-Minute Money Solutions Worksheets
Investment Policy Statement
Expected Return Worksheet
Roth vs. Traditional 401(k) Worksheet
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Learn More About 30-Minute Money Solutions
Why Investing in Commodities Can Be Challenging
Asset Allocation Tips for a Lofty Market
Investments to Avoid in Your Taxable Accounts
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A Risk Drill for Your Portfolio
5 Tips for Your Emergency Fund Portfolio
Don't Let Your Portfolio's Insurance Lapse
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Performance & Monitoring
A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
Don't Dismiss These 5 'Old-Fangled' Investment Options
5 Fees That Could Be Cutting Into Your Investment Returns
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Save My Portfolio
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Quarterly Portfolio Review
Annual Portfolio Review
Make a Suitable Portfolio
Determine Your Asset Mix
A Simple Portfolio
Portfolio Planning Videos
What History Says About Safe Retirement-Withdrawal Rates
Benz: Portfolio Do's and Don'ts in a Rising Rate Environment
How to Do Your Own Portfolio Makeover
Covering stocks, funds, and portfolio planning, our books and newsletters can help keep your long-term investments on track. Browse our many titles today, including:
Christine Benz’s 30-Minute Money Solutions
Simplify the daunting task of getting your financial house in order with tips from Morningstar's director of personal finance.
Fund Spy Book
Sharpen your fund investing and achieve your long-term financial goal.
The Ultimate Dividend Playbook
Learn how to build income portfolios that grow, accumulate cash, and compound.
Little Book that Builds Wealth
Find stocks with wide economic moats that will be poised for long-term success.