Articles From: Marriage and Investing: Not Always Happily Ever After to Sizing Up the Performance of Your IRA and 401(k)


2014/08/24
What happens when spouses disagree on how to invest or one lacks any interest? Readers share their stories.
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2007/12/13
Lock in your 2007 gains while keeping taxes low.
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2013/08/16
Active is certainly making a good case for itself.
Sign-up for International Funds: Active or Passive? investment picks
2014/08/15
Vanguard's new research shows the harm caused by chasing performance.
Sign-up for The Watchlist Fails investment picks
2010/04/15
529 plans are tough to analyze and too expensive.
Sign-up for College-Savings Outlook: Cloudy With a Chance of High Fees investment picks
2012/10/15
27 plans earn medals from Morningstar analysts.
Sign-up for Morningstar Names Best 529 College-Savings Plans for 2012 investment picks
2014/08/14
The networking giant's earnings were pressured by emerging markets, but its competitive position overall remains strong, writes Morningstar analyst Mike Hodel.
Sign-up for Despite Headwinds, Cisco Still Dominant investment picks
2013/12/02
These worksheets can help you tackle basic financial-planning tasks, such as setting up a budget, or more advanced ones, such as setting your in-retirement portfolio-withdrawal rate.
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2012/08/09
Arm yourself with the facts on how frequently people need long-term care, how much it costs, and how long it's needed.
Sign-up for 40 Must-Know Statistics About Long-Term Care investment picks
2011/09/15
See what we recommend for risk-averse ETF investors.
Sign-up for A Conservative ETF Portfolio for Retirees investment picks
2010/09/13
Beware of locking in a low fixed payout.
Sign-up for The Error-Proof Portfolio: For Annuities, Timing Is Key investment picks
2011/04/12
See what we recommend for risk-averse ETF investors.
Sign-up for A Conservative ETF Portfolio for Retirees investment picks
2009/07/02
A couple retires early, but they're not worry-free.
Sign-up for Leaving a Legacy for a Special-Needs Child investment picks
2013/04/19
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix investment picks
2010/08/17
What the Thrift Savings Plan gets right, and what it's missing.
Sign-up for Does the Government's Retirement Plan Measure Up? investment picks
2009/10/15
An interview with Jason Zweig, author of Your Money and Your Brain.
Sign-up for Teach Yourself to Become a Better Investor investment picks
2012/03/22
Bad timing could obliterate the long-term benefits of these investments.
Sign-up for Retirees: Look Before You Leap Into Commodities investment picks
2011/05/22
Morningstar readers share guidance on money matters as well as getting the best out of life for recent college graduates.
Sign-up for Financial Tips for New Grads investment picks
2011/04/11
When it comes to exchange-traded funds, asset allocation and diversification matter more than the vehicle you choose.
Sign-up for The Error-Proof Portfolio: Focus on the Investment, Not the Wrapper investment picks
2011/04/12
See what we recommend for risk-averse ETF investors with a 15- to 20-year time horizon.
Sign-up for A Moderate ETF Portfolio for Retirees investment picks
2011/04/12
See what we recommend for risk-tolerant ETF investors with 20-plus-year time horizons.
Sign-up for An Aggressive ETF Portfolio for Retirees investment picks
2011/01/28
These funds can form Part 2 of a two-part short-term fund.
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2010/11/23
Morningstar.com offers two sets of data points for a given ETF, but these data have two separate uses.
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2010/08/31
The Combine feature in Morningstar.com's Portfolio Manager tool allows investors to create a streamlined view of their assets to help accomplish specific goals.
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2011/01/03
This maneuver could spell trouble for those with other IRA assets.
Sign-up for Backdoor Roth IRAs Could Cost Some Investors at Tax Time investment picks
2012/07/22
Morningstar.com readers discuss when to purchase insurance and when to self-insure.
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2011/03/20
Readers opine about rising premiums and the pros and cons of self-insuring.
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2005/09/27
Home loans aren't necessarily "good" debt.
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2009/04/06
Your step-by-step guide to restoring your asset allocation.
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2011/02/16
Set up a custom benchmark to see if you've added value with security selection.
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Articles From: Marriage and Investing: Not Always Happily Ever After to Sizing Up the Performance of Your IRA and 401(k)
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