Market Update

How to Invest Late in the Economic Cycle

John Waggoner

Contributor John Waggoner explores where we are in the economic cycle and what sectors may be poised to profit.

Where Are We in 'The Cycle'?

Video Report

Backdoor Roth IRA Conversions Alive and Well

IRA expert Ed Slott explains the workaround for high-earners who are otherwise shut out of direct Roth IRA contributions.

Video Report

Good Long-Term Prospects for This Upgraded Large-Value Fund

Bronze-rated American Century Large Company Value features a highly proven team and investment process.

5 Up-and-Coming or Under-the-Radar Strategies

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5 Beaten Down Yet Still Overpriced Stocks

These stocks have lost over 10% this year but continue to trade above our fair value estimates.

Stocks

Find undervalued stocks, firms with wide moats, and stock screeners.

Funds

See our list of medalist ratings, favorite funds, and articles from our fund experts.

ETFs

Get the latest news, insights, and analysis from the ETF world.

Bonds

Bonds are an important part of almost all investors' portfolios. See our favorite core bond funds.

Christine Benz

How to Escape from a Lousy Health Savings Account

You may be switching to cut costs, but watch out: You may trigger additional fees along the way.

Karen Wallace

10 Undervalued Stocks With 'Exponential' Growth Potential

We think investors are underestimating these companies, which are well-positioned to benefit from Morningstar analysts' nine 'exponential technology' themes.

John Rekenthaler

3 Times When Fund Costs Don't Tell the Full Story

The industry provides excellent information, but it’s not perfect.

Mark Miller

How to Blend Work and Retirement

For many, retirement isn't a full stop. Contributor Mark Miller discusses how to plan for a phased retirement that includes work and shares useful resources.

Russ Kinnel

What Fidelity's No-Cost Index Funds Mean for Investors

Fidelity sends a jolt to the asset-management industry.

Ben Johnson

Looking Past the Fidelity Zero Headlines

No-cost index funds might have grabbed attention, but other changes Fidelity made to its ETF lineup are likely to be more economically significant.

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5-Star Stocks

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Medalist Funds

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Wide Moat Stocks

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Sustainability Matters

Many Sustainable Funds Have Sidestepped the Facebook Meltdown

Analyzing ESG risks in a timely manner can pay off for investors.

Sustainability Matters

5 Things About Sustainable Investing in the First Half of 2018

Fink's letter, Parkland, Labor Department guidance on retirement plans, new funds, and record flows.

Sustainability Matters

3 Ways to Follow Jeremy Grantham's Advice on Climate-Aware Investing

Grantham's 'race of our lives' speech outlined the dire consequences of climate change.

Sustainability Matters

Watch Jeremy Grantham's 'Race of Our Lives' Speech

This video is part one of five from GMO's Jeremy Grantham's address at the 2018 Morningstar Investment Conference.

The Many Dimensions of Sustainable Investing

Download our white paper to learn more about the nuances of the sustainable investing landscape.

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What Does It Take to Have a $1 Million 401(k)?

How to Invest Late in the Economic Cycle

Liquid Alternatives Have Yet to Prove They Belong in Portfolios

Backdoor Roth IRA Conversions Alive and Well

Good Long-Term Prospects for This Upgraded Large-Value Fund

5 Beaten Down Yet Still Overpriced Stocks

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Stocks

Funds

ETFs

Bonds

Morningstar Specialists

How to Escape from a Lousy Health Savings Account

10 Undervalued Stocks With 'Exponential' Growth Potential

3 Times When Fund Costs Don't Tell the Full Story

How to Blend Work and Retirement

What Fidelity's No-Cost Index Funds Mean for Investors

Looking Past the Fidelity Zero Headlines

Morningstar Videos

Best Investments

The Morningstar Sustainability Rating for Funds

Many Sustainable Funds Have Sidestepped the Facebook Meltdown

5 Things About Sustainable Investing in the First Half of 2018

3 Ways to Follow Jeremy Grantham's Advice on Climate-Aware Investing

Watch Jeremy Grantham's 'Race of Our Lives' Speech

The Many Dimensions of Sustainable Investing

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