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?
We explain what ETFs are, how to use them, and how to find the best ones.
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.
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough.
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.
Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat.
Cross this big to-do off your list by following these easy guidelines.
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.
Here's a simple system to help you break down the choice.
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.'
We tackle reader questions about 401(k)s.
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.
These five questions can help you figure out whether to invest in municipal bonds (and the best way to do it).
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.
Saving a considerable amount for retirement might not be as hard as you think.
The ins and outs (or rather, ups and downs) of the yield curve.
Here are some things you can do to safeguard your accounts.
A new book offers straightforward advice from start to finish.
We take a look at the valuations of six prominent IPOs.
The FAFSA for the 2019-20 school year is now available. Don't disregard it when planning how to pay for college.
Data shows that more parents are taking out loans for college funding. We take a look at the pros and cons of different funding sources.
Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.
We compare and contrast a few of the most common college-savings vehicles.
If setting up a college savings account is on your to-do list, here are some tips for getting going.
Investment in prepaid 529 plans continues to decline, and in many cases it's not hard to see why.
Sonal Desai, chief investment officer of the Franklin Templeton fixed-income group, says fundamentals in global bond markets are strong.