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  1. Prudent Tips for Your Portfolio Checkup

    Sun, 29 Dec 2013

    After another strong year in the stock market , investors should exercise discipline with respect to their withdrawal rate and portfolio allocations, says Morningstar's Christine Benz .

  2. Fund Flows: 2013's Biggest Winners and Losers

    Mon, 13 Jan 2014

    Passive equity funds, noncore bonds, alternatives, and many of the fund shops that sell them fared well last year, while core bonds, commodities, and gold suffered.

  3. 2013 Not a Gamechanger for Equity-Fund Investors

    Sat, 28 Dec 2013

    Small and mid-caps outperformed large, and growth was mostly better than value, but Morningstar's Shannon Zimmerman urges investors to stick with their game plans.

  4. Bogle: The Problems With 401(k)s

    Thu, 13 Jun 2013

    The 401(k) is really a thrift plan that we've tried to redesign into a retirement plan , and it needs to change, says the Vanguard founder.

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