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  1. estate-tax exemption

    Commentary

    Wed, 1 Oct 2014

    This shifts the planning focus from estate tax to income tax avoidance for many people. If this sounds like you and you're interested in talking to this reporter, send an email to conversations@ morningstar . com Thank you, M*_Darrin

  2. Lessons From the Bill Gross Saga

    Headlines

    Wed, 1 Oct 2014

    cannot afford a big mistake. John Rekenthaler has been researching the fund industry since 1988. He is now a columnist for Morningstar . com and a member of Morningstar's investment research department. John is quick to point out that while Morningstar typically

  3. M*, is one man all that mattered to you?

    Commentary

    Tue, 30 Sep 2014

    I am not sure about the timing of this report from M*. Quite disappointed with M*. http://news. morningstar . com /articlenet/article.aspx?id=666871

  4. ETF Managed Portfolios Require a Dose of Caution

    Headlines

    Tue, 30 Sep 2014

    cost. But as with any investing product--especially those with multiple layers of fees and complexity--due diligence is required. Have a personal finance question you'd like answered? Send it to TheShortAnswer@ morningstar . com .

  5. What's Your Secret for Saving More for Retirement?

    Commentary

    Mon, 29 Sep 2014

    Dear Morningstar . com Readers, As important as it is to choose the right investments for your retirement nest egg, how ..... appear Oct. 5 on this site. We look forward to hearing your ideas. Adam Zoll Assistant Site Editor Morningstar . com

  6. Much Ado About Cash

    Headlines

    Sun, 28 Sep 2014

    earning at least a little bit of interest amid today's low-rate environment. In a recent discussion board forum on Morningstar . com , readers were asked what they are doing with their cash holdings--and, boy, did they ever respond. We received more

  7. "Tactical Allocation" Funds

    Commentary

    Fri, 26 Sep 2014

    the BOTTOM of the ranking of all 17 different categories of Allocation Funds classed by Morningstar? http://news. morningstar . com /fund-category-returns/ Seems that Tactical Allocation Funds' tactics are not tacking very well.

  8. These Allocation Funds Have Earned Their Keep

    Headlines

    Wed, 24 Sep 2014

    Income VWINX Morningstar Category: Conservative Allocation | Morningstar Rating: Gold This stalwart, a favorite among Morningstar . com readers, has not only a phenomenal track record but good fundamentals, too. Its comanagers, John Keogh on bonds and

  9. 2014 Morningstar ETF Conference

    Headlines

    Wed, 24 Sep 2014

    included Nobel laureate Eugene Fama and BlackRock's Russ Koesterich. For those who couldn't attend this year's event, Morningstar . com offered on-the-spot coverage and commentary, including video interviews with the presenters and session recaps: Conference

  10. Brush Up on the Kiddie Tax Before Helping Young Ones Invest

    Headlines

    Tue, 23 Sep 2014

    investing decisions isn't usually a great idea and probably isn't the primary lesson you're trying to get across to your kids either. Have a personal finance question you'd like answered? Send it to TheShortAnswer@ morningstar . com .

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