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  INVESTOR SUCCESS

  Is Instinct Eroding Your Financial Health?

  We cannot avoid the instinct to compare ourselves, but we may be able to improve our financial well-being by directing our attention to a specific financial role model.

  • Helping Investors Beyond the Markets
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  The Short Answer

  How to Access Funds With High Minimum Investments

  It may seem like some funds are only for the mega rich, but many are accessible through more channels than you might think.

  • Which Stock Share Class Should You Buy?
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  Improving Your Finances

  Twin Terms That Can Trip Investors Up

  These financial planning terms sound so similar--or are so similar conceptually--that they're ripe for misuse.

  • 5 Steps to Take in Jittery Markets

Morningstar Article Library

• The Short Answer
• Christine Benz Columns

Morningstar Solution Center

• How to Handle Beneficiary Designations
• Save for Your Short-Term Goals
• Should You Invest or Pay Off Debt?

Investing Basics

• 5 Questions to Ask a Financial Advisor
• Choosing a Financial Advisor: An Investor's Checklist
• How to Decide Between a Roth or Traditional IRA
• More Investing Basics ...

Picking Investments

• An Investing Road Map for Early Career Accumulators
• How Can You Outperform Your Fund's Return?
• Homing In on Mortgage-Bond Types
• More on Investment Picking...

Using Morningstar Data & Tools

• How Some Funds Give More Than 100% When It Comes to Asset Allocation
• Putting Fair Value Estimates in Context
• See All Morningstar Tools ...

30-Minute Money Solutions

• See All 30-Minute Money Solutions Worksheets
• Learn More About 30-Minute Money Solutions