Michael Kitces explains why congeniality shouldn't be the main consideration.
Michael Kitces says retirees could be more flexible with withdrawal rates.
Not the ideal scenario, but also not a deal breaker.
Life is full of surprises; not all of them are good.
Here are the pros and cons of using Roth IRAs for college savings.
Here's a crash course, with links to more in-depth analyst opinions and commentary.
Get a better understanding of these popular college savings vehicles to help you maximize your investment.
It may be an unpleasant surprise, but a lower refund might not be a bad thing.
The combination of a higher standard deduction and new and enhanced credits should offset the repealed personal exemptions.
A tax deduction for the payer is no longer allowed, but the new tax laws may not apply to you.
The American Opportunity Tax Credit or the Lifetime Learning Credit: Which should you take?
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
Yes, but the way it works has changed.
If you are unable to work as a result of an injury or illness, the last thing you need is serious money problems.
Self-directed investors should keep their risk tolerance in mind when choosing a 529 plan.
We walk through how to use Morningstar.com's tax analysis tools to determine if a fund is a good fit for a taxable account.
Predicting the winners and losers of the next rate hike is a difficult undertaking.
These 10 undervalued Morningstar US Dividend Growth Index constituents are cash-rich businesses with sustainable and growing payouts.
Investors who start early have a huge head start toward saving enough for retirement.
These high-quality consumer defensive stocks are trading below our fair value estimates.
Though these index funds and ETFs aren't free from a cost perspective, they are not tethered to one brokerage platform.
We think investors are underestimating these companies, which are well-positioned to benefit from Morningstar analysts' nine 'exponential technology' themes.
Mid-caps offer good risk/reward potential, but check your existing exposure before buying a dedicated fund.
Factoring your total tax liability into your hourly/day rate calculation can help you stay out of debt and have more money to save.
Short-term bonds currently offer attractive yields with modest interest-rate risk.
The Morningstar US Dividend and Buyback Index focuses on companies that are shareholder-friendly capital allocators.
Without payroll deductions, you have to anticipate how much you'll owe and incorporate it into your budget.
As we wrap up the second quarter, our equity analysts name their best ideas in every sector.
Investing in a Dow-tracker hasn't been a disastrous bet, but better options for passive core equity exposure abound.
We take a look at the new entrants to the Morningstar Dividend Yield Focus Index, and we explore how to use Morningstar metrics to find high-quality companies with safe dividends.
The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in June.
Experts discuss the pros and cons of various income-oriented strategies.
Daniel Kahneman discusses how knowing the principles of behavioral psychology can help advisors help their clients.
These daring intermediate-term bond funds have rewarded investors over time.
Without program changes, younger investors may see reduced benefits, but don't bet on payouts going to zero.
These stocks could offer higher reward with lower risk.
These tips can help you establish good credit or improve poor credit.
We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery).
These Gold and Silver medalists are good options for your first fund.
These three tips can help you maximize the tax benefits of 529 accounts.
Premium Exclusive: These funds' portfolios face lower economic risk from exposure to fossil fuels.
These funds' portfolios face lower economic risk from exposure to fossil fuels.
Don't be intimidated by this technical-sounding performance measure. The concept is intuitive and the data is easy to interpret.
With $116 billion in cash on Berkshire's balance sheet you'd think nothing was beyond its reach, but asset size precludes meaningful investment in small and mid-caps.
Buying fixed-income securities of staggered maturities and holding for the long haul makes some sense, but it may not be the best way to go.
We think these companies' share prices are pricing in overly optimistic expectations.
We take a look at the pros and cons of using 529 assets for elementary and secondary private school tuition.
Passive bond funds such as these 15 Silver medalists have increasingly captured investors' attention.
These 21 highly rated index funds and ETFs offer diversified low-cost exposure to foreign stocks.
If you're in the market for a passive core holding, these low-cost large-cap index funds are a great place to start.