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  1. Sharpen Your Portfolio Plan for 2014 and Beyond

    Tue, 21 Jan 2014

    Roundtable Report: At the outset of 2014, Morningstar strategists dig into the market's current valuation and expected return, seek out high-quality U.S. and foreign stock opportunities, size up the role of cash today, assess the Fed's impact on the market, and reveal the best ways to fight inflation.

  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. Think Twice Before Ditching Bonds

    Sat, 28 Dec 2013

    Although many fixed-income fund categories had a rocky 2013, investors should heed the dangers of swapping their bonds for cash or stocks, says Morningstar's Eric Jacobson.

  4. Munis Still Worth a Look

    Mon, 6 Jan 2014

    With a tilt toward longer durations, worries over Puerto Rico, and large outflows, muni funds struggled in 2013, but they have something to offer investors, says Morningstar's Eric Jacobson.

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