Articles From: Is Downsizing Part of Your Retirement Plan? / published by: Improving Your Finances to IRA Conversion: The Planning Opportunity of the Decade? / published by: Improving Your Finances


2012/08/19
Readers weigh issues of money, accessibility, and proximity to friends and family when deciding whether to move to a smaller home.
Sign-up for Is Downsizing Part of Your Retirement Plan? / published by: Improving Your Finances investment picks
2012/03/20
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix / published by: Improving Your Finances investment picks
2009/10/01
Five tips to help you avoid the Alternative Minimum Tax.
Sign-up for How to Control Your AMT Exposure / published by: Improving Your Finances investment picks
2012/08/30
This aggressively positioned portfolio illustrates how this increasingly popular strategy works.
Sign-up for A Sample Retirement Portfolio Using the Bucket Approach / published by: Improving Your Finances investment picks
2012/03/20
Understand how to go global without going out on a limb.
Sign-up for What's the Right Foreign Allocation? / published by: Improving Your Finances investment picks
2009/05/14
How to make sure your financial plan aligns with your personal priorities.
Sign-up for A Top Planner Shares Tips for Retirees and Pre-Retirees / published by: Improving Your Finances investment picks
2011/04/14
Look to these ideas for cost cuts both big and small.
Sign-up for 50 Ways Retirees Can Cut Their Investment, Insurance, and Banking Costs / published by: Improving Your Finances investment picks
2011/04/21
Clip and save for cost-cutting ideas on shows, restaurants, hotels, and airfare.
Sign-up for 50 Ways Retirees Can Cut Their Travel and Leisure Costs / published by: Improving Your Finances investment picks
2011/04/07
If you're looking to save a few more dollars, these tips on cutting your grocery, utility, and personal-care bills, among others, are worth a look.
Sign-up for 65 Ways Retirees Can Cut Their Day-to-Day Expenses / published by: Improving Your Finances investment picks
2010/12/08
If you're looking to establish a sane, sustainable withdrawal plan, then follow these tips.
Sign-up for Create a Paycheck in Retirement With a Total-Return Approach / published by: Improving Your Finances investment picks
2011/10/18
Asset allocation is the biggest determinant of how your portfolio behaves.
Sign-up for Find the Right Stock/Bond Mix / published by: Improving Your Finances investment picks
2010/01/07
If you've determined your portfolio needs more bonds now, here are some thoughtful ways to structure your allocation to the hot asset class.
Sign-up for Don't Get Burned by Your Bonds / published by: Improving Your Finances investment picks
2009/09/17
This mild portfolio is geared toward conservative investors with 10-year time horizons.
Sign-up for A Conservative Model Portfolio for Retirees / published by: Improving Your Finances investment picks
2011/04/28
The risks of holding too much in employer stock don't end when you retire.
Sign-up for Retirees and Pre-Retirees: Lighten Up on Company Stock / published by: Improving Your Finances investment picks
2011/02/07
Prospective tax-law changes and loss of control top the list of reasons to downplay dividends in certain situations.
Sign-up for The Error-Proof Portfolio: Don't Overdo Dividend Payers for Your Taxable Account / published by: Improving Your Finances investment picks
2011/07/25
Admitting what you don't know can be instrumental in improving your investment results.
Sign-up for The Error-Proof Portfolio: Why the Best Questions Might Be the 'Dumb' Ones / published by: Improving Your Finances investment picks
2010/10/18
Too many investors reflexively dismiss stock/bond combination funds.
Sign-up for The Error-Proof Portfolio: Viva la Humble All-in-One Fund / published by: Improving Your Finances investment picks
2012/03/21
If you need help with your fixed-income allocation, our findings on target-date vehicles and indexes can provide a baseline.
Sign-up for Guidelines for Your Bond Weightings / published by: Improving Your Finances investment picks
2012/12/10
If you're looking to establish a sane, sustainable withdrawal plan, then follow these tips.
Sign-up for Implementing a Total-Return Approach to Retirement Income / published by: Improving Your Finances investment picks
2012/12/11
Prospective tax-law changes and loss of control top the list of reasons to downplay dividends in certain situations.
Sign-up for Fiscal Cliff Isn't the Only Reason to Downplay Dividend Payers in Taxable Accounts / published by: Improving Your Finances investment picks
2008/12/11
Tax-loss selling in these accounts is not the slam-dunk that it is for taxable holdings.
Sign-up for Should You Take a Loss in Your IRA? / published by: Improving Your Finances investment picks
2008/08/07
Harvesting tax losses can reduce your tax bill.
Sign-up for Selling Losers Now Can Improve Your Bottom Line / published by: Improving Your Finances investment picks
2011/03/24
Get the basics on deductibility, estate planning, and naming a charity as IRA beneficiary.
Sign-up for 10 Tips for Charitable Giving During Retirement / published by: Improving Your Finances investment picks
2011/03/14
Despite declining portfolio values and incomes, the tax marches onward.
Sign-up for Are You Vulnerable to the Alternative Minimum Tax? / published by: Improving Your Finances investment picks
2011/10/18
The essential first step for retirement portfolio planning: finding the right stock/bond mix.
Sign-up for Is Your Retirement Portfolio's Asset Allocation on Track? / published by: Improving Your Finances investment picks
2010/02/19
Don't put off this important piece of the financial-planning process.
Sign-up for Get Your Estate Plan in Gear / published by: Improving Your Finances investment picks
2009/07/09
A top estate-planning attorney shares advice.
Sign-up for Avoid These Estate-Planning Pitfalls / published by: Improving Your Finances investment picks
2010/02/22
The best and worst candidates for this maneuver, and details on how it works.
Sign-up for IRA Conversion Fact Sheet / published by: Improving Your Finances investment picks
2010/02/19
A top estate-planning attorney shares advice.
Sign-up for Avoid These Estate-Planning Pitfalls / published by: Improving Your Finances investment picks
2009/08/27
Low investment balances, relaxed income limits make it worthy of consideration.
Sign-up for IRA Conversion: The Planning Opportunity of the Decade? / published by: Improving Your Finances investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Articles From: Is Downsizing Part of Your Retirement Plan? / published by: Improving Your Finances to IRA Conversion: The Planning Opportunity of the Decade? / published by: Improving Your Finances
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol / Ticker |  Title Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity