Recently passed legislation helps families invest money tax-free for members with special needs without losing government benefits, but implementation may take a while.
The third-quarter GDP revision showing 5% growth resulted from a perfect storm of good news that isn't all sustainable, says Morningstar's Bob Johnson.
It was tough for active managers to outpace Vanguard's low-cost index funds in 2014, and many of its active funds also outperformed.
Long duration licenses furnish Crown Resorts with valuable barriers to entry and should allow the Australian casino operator to continue to earn returns above its cost of capital over the next decade and beyond.
Wide-moat stocks have performed better than the market overall as investors sought stability in a fully valued market.
Dodge & Cox International and a handful of Primecap-managed funds offer low costs, stable management, as well as a clear and consistent strategy, says Morningstar's director of fund research.
Two thirds of Fidelity's domestic-equity funds have beaten their category averages year to date, but some notable funds, including Contrafund and Low-Priced Stock, have looked more sluggish.
Some will benefit more than others from higher interest rates, but for the most part, those future gains are already priced into their shares.
Partially closed Oakmark Global Fund has a higher-quality tilt and an impressive risk-adjusted long-term track record.
Consider ticking up your savings rate, working a bit longer (but maybe in a different job), and nudging your portfolio allocations, says Morningstar's Christine Benz.