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  1. When Do You Rebalance?

    Commentary

    Fri, 16 Jan 2015

    answers with us and your fellow readers. We'll use some of your responses in an article to appear on Morningstar.com on Sunday, Jan. 25. We look forward to hearing from you. Sincerely, Adam Zoll Assistant Site Editor Morningstar.com

  2. Who is Your Domestic-Stock or Fixed-Income Fund Manager of the Year?

    Commentary

    Mon, 12 Jan 2015

    ticker symbol. Tell us why your nominee deserves to win. We look forward to hearing your picks, and we'll run some of your comments in an article to appear on the site this coming Sunday. Adam Zoll Assistant Site Editor Morningstar.com

  3. What Does Your Crystal Ball Say About the Markets in 2015?

    Commentary

    Mon, 5 Jan 2015

    an article to appear on Morningstar.com this Sunday. And don't worry that your prediction ultimately may be proven (very) wrong. You're likely to have plenty of company. Sincerely, Adam Zoll Assistant Site Editor Morningstar.com

  4. Retirement Readiness on the Rise ... for Some

    Video Reports

    Thu, 1 Jan 2015

    Adam Zoll : For Morningstar, I'm Adam Zoll . Has a rising U.S. stock market helped improve the retirement ..... being with us. Christine Benz: Adam, it's great to be here. Zoll : So, 2014 is coming to a pretty volatile close in terms of

    ZOLL found at 0:01, 1:46, 2:29

    Adam Zoll : For Morningstar, I'm Adam Zoll . Has a rising U.S. stock market helped improve the retirement-funding landscape in the U.S.? Here to talk about this and other topics in the realm of retirement planning is Christine Benz, Morningstar's director of personal finance. Christine, thanks for being with us. Christine Benz: Adam, it's great to be here. Zoll : So, 2014 is coming to a pretty volatile close in terms of stocks, but overall it has been a pretty good year--which
    there participating as stocks have taken off over the past five years. Zoll : And Vanguard also noted that more and more retirement savers seem to be warming up to the idea of professionally managed accounts?
    to stay in them once they've been enrolled in those fund types. Zoll : So, do these higher account balances then mean that we are in an improved state when it comes to retirement readiness? Benz:
  5. 2014's Biggest Stories in College Savings

    Video Reports

    Tue, 30 Dec 2014

    discuss some of the biggest stories is Adam Zoll ; he is assistant site editor for Morningstar ..... thank you so much for being here. Adam Zoll : Thanks for having me, Christine. Benz ..... little bit. Let's talk about that news. Zoll : I think one of the biggest themes this

    ZOLL found at 0:12, 1:34, 2:26

    funding. Joining me to discuss some of the biggest stories is Adam Zoll ; he is assistant site editor for Morningstar.com. Adam, thank you so much for being here. Adam Zoll : Thanks for having me, Christine. Benz: Adam, when you look across the college-funding landscape, one of the headlines that jumps out is a happy one. It appears that tuition rates, after skyrocketing for so many years, appear to be stabilizing a little bit. Let's talk about that news. Zoll : I think one of the biggest themes this year is sort of what hasn't happened, which is we haven't seen this continuation
    at least keeping those rates in line with the general inflation rate? Zoll : It's largely a question of demographics. There simply are not as many graduating high school seniors. Therefore, there's not as much competition
    of ways. Do you think this trend will persist into the future? Zoll : Well, that's the big question. The number of high school graduates in the coming years is projected to start to inch up
  6. The ABLE Act: A Game Changer for Special-Needs Planning?

    Video Reports

    Sun, 28 Dec 2014

    Adam Zoll : For Morningstar, I'm Adam Zoll . Families of those with special needs will soon have a new way ..... joining us via Skype today. Michael Duckworth: Thanks, Adam. Zoll : So, we're here talking about a recently passed piece of

    ZOLL found at 0:01, 1:31, 2:59

    Adam Zoll : For Morningstar, I'm Adam Zoll . Families of those with special needs will soon have a new way to save for their care. Here to discuss recent developments is Michael Duckworth. He is a private wealth manager with Merrill Lynch, who specializes in helping families with a member with special needs or a disability. Michael, thanks for joining us via Skype today. Michael Duckworth: Thanks, Adam. Zoll : So, we're here talking about a recently passed piece of legislation just this month called the ABLE Act. ABLE Act stands for
    earning income and and wanting to do that and not disqualify themselves. Zoll : And some of the reporting about this particular piece of legislation mentioned 529 college-savings plans. This is different from that. But can
    qualified expense for that individual, there is still no tax upon distribution. Zoll : And is that one account per beneficiary or one account that an individual can own? Duckworth: One account per beneficiary. That's it. Zoll : Let's talk about those qualified expenses. What are some of the expenses that a family would be able to use the ABLE
  7. What Is Your Investing New Year's Resolution?

    Commentary

    Fri, 19 Dec 2014

    of your comments in an article to appear Dec. 28 on this site. We look forward to hearing from you. And we wish you and your family a happy, healthy, and prosperous New Year. Sincerely, Adam Zoll Assistant Site Editor Morningstar.com

  8. Did You Buy Long-Term Care Insurance or are You Self-Insuring?

    Commentary

    Mon, 15 Dec 2014

    long-term care costs, or are you taking a different approach? We'll collect your comments for use in an article to appear this Sunday on this website. We look forward to hearing from you. Adam Zoll Assistant Site Editor Morningstar.com

  9. When Should You Save in a Taxable Account?

    Headlines

    Fri, 12 Dec 2014

    child will get a scholarship, thereby obviating the need for her college fund. (Wouldn't that be nice? My colleague Adam Zoll discussed what happens in that situation in this article .) Or perhaps you'll need to buy a new roof with some of the money

  10. 4 Questions to Ask When Investing in Foreign Stocks

    Headlines

    Tue, 9 Dec 2014

    their dividends can also end up denting some investors' returns, even though investors receive a tax credit for them, as Adam Zoll discussed in this article . If you go this route for all or part of your foreign-stock exposure: Start with Morningstar Medalist

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