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Investing Specialists

Morningstar Runs the Numbers

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended Feb. 24.

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Inspired by Harper's Index (with a tip of the hat to FiveThirtyEight's Significant Digits blog), Morningstar Runs the Numbers uses a numbers-based approach to highlight recent Morningstar research, along with some outside news stories.

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Morningstar CEO Kunal Kapoor believes that as companies have shifted from traditional pensions to 401(k)-style plans, workers have become increasingly anxious about their quality of life after they retire. To help allay those concerns, there's a need to combine the flexibility of a 401(k) with the best elements of traditional pensions, he says. In this commentary, Kapoor outlines some areas that Morningstar would like to see addressed.

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