Articles From: Will Your Retirement Savings Meet Your Needs? to College-Savings Outlook: Cloudy With a Chance of High Fees


2011/02/16
Consider these steps to stress-test your retirement kitty's sustainability.
Sign-up for Will Your Retirement Savings Meet Your Needs? investment picks
2011/02/16
Conduct a quick portfolio checkup using our handy tool.
Sign-up for X-Ray Your Retirement Accounts--and Interpret the Results investment picks
2011/02/15
We highlight the best and worst candidates for this maneuver, and details on how it works.
Sign-up for IRA Conversion Fact Sheet 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 investment picks
2011/02/02
Don't be caught off guard by taxation of nontraditional ETPs.
Sign-up for Exchange-Traded Products and Taxes investment picks
2011/01/31
An IRA contribution may be the better bet in some situations.
Sign-up for The Error-Proof Portfolio: Maybe You Shouldn't Max Out Your 401(k) investment picks
2011/01/28
These noteworthy funds show investors the money.
Sign-up for Dividend-Paying Funds That Are Top Picks for Retirees investment picks
2011/01/28
These funds can form Part 2 of a two-part short-term fund.
Sign-up for How to Wring More From Your Short-Term Assets investment picks
2011/01/28
Jan. 24-28: Our top income, allocation, risk-management, and investment ideas for retirees.
Sign-up for Morningstar's Retirement Portfolio Week investment picks
2011/01/26
Premiums and discounts on your bond ETF aren't as bad as you think.
Sign-up for Bond ETF Pricing: Efficient or Erratic? investment picks
2011/01/25
A soon-to-be-retiree deploys her sizable cash stake.
Sign-up for Preparing a Portfolio for Retirement investment picks
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
2010/12/20
Retirement savings, life insurance, Social Security maximization should be on your radar.
Sign-up for The Error-Proof Portfolio: A Financial Safety Net for the Nonworking Spouse 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 investment picks
2010/11/23
Morningstar.com offers two sets of data points for a given ETF, but these data have two separate uses.
Sign-up for What Premiums and Discounts Mean for ETFs investment picks
2010/11/01
Morningstar has received many great questions about our new 529 College Savings Plan ratings and research.
Sign-up for FAQ on Morningstar's 529 College-Savings Plan Research investment picks
2010/11/01
Find the right yardstick before judging your performance results.
Sign-up for The Error-Proof Portfolio: Beware of Performance Envy 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 investment picks
2010/10/12
Ask yourself these questions to find a dividend-focused winner for your portfolio.
Sign-up for What to Look for in a Dividend-Focused Fund 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
2010/09/06
Active funds that deviate only slightly from the index may not be worth it.
Sign-up for Go Active or Go Home investment picks
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.
Sign-up for Optimize Your Portfolios by 'Combining' Them investment picks
2010/08/12
Even though the process might appear convoluted, there are key factors to consider when optimizing Social Security benefits for your spouse and yourself.
Sign-up for Social Security Maximization for the Married investment picks
2010/08/03
Many funds have multiple share classes, but the expected time horizon is a key determinant of the appropriate one to chose for your portfolio.
Sign-up for Making Sense of Share-Class Alphabet Soup investment picks
2010/07/08
Working longer and managing spousal benefits are key variables when factoring Social Security into your retirement plan.
Sign-up for Optimizing Social Security: It's More Complicated Than You Think investment picks
2010/06/24
I-Bonds boast tax advantages, but purchase limits damp appeal.
Sign-up for TIPS Versus I-Bonds: How to Choose investment picks
2010/06/07
A closer look at the fine print in annuity guarantees.
Sign-up for Locking In Retirement Income Is Tricky investment picks
2010/06/03
Consider partial conversions in a single year.
Sign-up for Confused About Roth Conversion? Hedge Your Bets investment picks
2010/06/01
Adding inflation protection to your portfolio, sensibly.
Sign-up for How Much Should Retirees Stake in TIPS? 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
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: Will Your Retirement Savings Meet Your Needs? to College-Savings Outlook: Cloudy With a Chance of High Fees
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 Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry