Investing Specialists

Morningstar Runs the Numbers

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.

With the stock market at record highs, it's easy to overspend and put off minding important details, such as tracking expenses and managing your portfolio for tax efficiency. To help you stay on track, Christine Benz, director of personal finance, put together a 12-month calendar that walks you through many common financial jobs and flags important dates for 2018. does not own shares in any of the securities mentioned above. Find out about Morningstar's editorial policies.