These Gold and Silver medalists are good options for your first fund.
We explain what ETFs are, how to use them, and how to find the best ones.
Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat.
Saving a considerable amount for retirement might not be as hard as you think.
Cross this big to-do off your list by following these easy guidelines.
We tackle reader questions about 401(k)s.
Investors who start early have a huge head start toward saving enough for retirement.
These tips can help you establish good credit or improve poor credit.
The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough.
How to find a sustainable fund that addresses the issues you care about and works well in your portfolio.
Here's how to quickly size up ESG risk exposure in your investments.
We put together a sample budget for those new to the workforce and explore some tips for staying on track.
How is it different from analyses written by our analysts?
We've enhanced our Morningstar Quantitative Rating for Funds with a new feature--written reports that offer better insight and context.
Whether you're in the market for a company paying a juicy yield or one that's growing its payout, here are some things to keep in mind.
These five questions can help you figure out whether to invest in municipal bonds and the best way to do it.
We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.
Here's a simple system to help you break down the choice.
We explain what a short squeeze is and how it works.
Is paying down your loans while payments are suspended the best use of your dollars?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.
The pandemic has made students and families reconsider the true value of a college education.
The FAFSA for the 2021-22 school year is now available. Put it on your to-do list.
Morningstar's ESG Screener makes it easy to find the right ESG fund.
Go beyond performance when choosing investments.
These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.
We take a closer look at the potential impact of remdesivir's nearly certain approval on our valuation model for Gilead.
We talk with Illinois' Mike Frerichs about how the office helps investors.
A match is a great employer benefit and a powerful wealth-building tool, but there are many reasons to keep contributing to your 401(k) even if this key benefit is suspended.
We consider some options and explore the pros and cons of each.
To help investors quell anxiety and put the current market volatility into a longer-term context, we curated a collection of courses from our broader Investing Classroom curriculum.
Nuanced exclusion criteria mean funds that seek to avoid animal testing can differ widely from each other and from market benchmarks.
These bargain stocks have demonstrated their commitment to gender equality.
How to figure out your rates, and which one matters more.
If your income level is below certain thresholds, you may qualify for some of these tax-saving credits and deductions.
Be sure you're making the most of your tax deductions.
How to tell different ESG factors apart in your investing decisions.
Investors can widen their opportunity set by redefining 'yield.'
The best advice is often timeless.
A look at some of the pros and cons of these increasingly popular investment vehicles.
Don't overlook these important considerations when selecting a donor-advised fund for charitable contributions.
Our enhanced Sustainability Rating helps investors better evaluate their funds' overall risk to ESG factors.
Taking advantage of tax benefits by investing in low-cost, smartly designed 529 plans can stretch your college savings dollars.
We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.
Weighing the pros and cons will help you choose the best option.
Plan sponsors are increasingly offering Roth 401(k) accounts alongside traditional 401(k) accounts.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
The ins and outs (or rather, ups and downs) of the yield curve.