5 Portfolio Moves to Consider Before Year End
Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.
These Bond Funds Should Benefit From a Flight to Quality
JPMorgan Government Bond and American Funds US Government Securities have important differences, but both could work well as a safe haven.
A Wide-Ranging Income Fund for Contrarians
Bronze-rated Berwyn Income practices a flexible value-oriented conservative-allocation strategy.
When Couples Retire Together--or Don't
There's a growing 'couples disconnect' when it comes to retirement, says contributor Mark Miller. And that's not necessarily a bad thing.
GE Does an About-Face on Digital
We are maintaining our fair value estimate as well as our very high uncertainty rating as the narrow-moat firm creates a new digital entity.
Don't Put Beating the Market Atop Your To-Do List
Alex Bryan says that although it may be possible to get above-market returns, investors are better off focusing elsewhere.
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12 Upgraded Stocks
We raised the economic moat ratings of two stocks last month and significantly increased our fair value estimates on 10 others.
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Bonds
Bonds are an important part of almost all investors' portfolios. See our favorite core bond funds.
Morningstar Specialists
Lessons From Portfolio Makeover Week
On the short list: You're concerned about retirement readiness, index funds are easy to recommend, and 'more' isn't always better than 'enough.'
Is the Flattening Yield Curve a Cause for Concern?
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
The Current Danger for Stocks: Fear Itself
Tariffs sting, but panics incapacitate.
Better Labeling for ETPs Long Overdue
Investors would benefit from greater clarity and consistency in exchange-traded product labeling.
Flowmageddon: Why Investors Should Watch Fund Flows
With money still flowing out of mutual funds, Morningstar's Russ Kinnel sees both pluses and warning signs for shareholders.
5 Key Retiree Healthcare Trends
Mark Miller discusses the statistics in costs related to retiree healthcare.
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Looking for bargains? These companies are all trading below what our analysts think they are worth.
