If you haven't revisited the number of allowances claimed on your W-4 form lately, now is a good time to do a checkup and make needed adjustments.
When viewed through a business-cycle lens, the current economy is showing signs of both mid- and late-cycle dynamics.
We examined the nearly 500 holdings in the Morningstar US Value Index and found some appealing bargains.
Two easy-to-calculate ratios can shed light on how much you can comfortably afford when it comes to housing costs.
Our new quantitative rating identifies these small companies as having sustainable long-term competitive advantages.
If you're considering adding an inflation hedge to your portfolio, check out this list of Medalist funds in the inflation-protected bond category.
Investors can use the VIX to understand how uncertain the financial markets are about the near future but little more.
The 'right' bond exposure--from a credit and duration standpoint--depends on your circumstances and portfolio.
Though investors continue their shift toward passive products and target-date funds, outflows from active funds were calmer than they've been in recent years.
Investors continue to flock to index funds in droves, but they've kept the faith in some actively managed bond funds and a few strong-performing active international-stock strategies.
The new tax laws no longer allow a deduction for the payer, and the recipient won't pay taxes on the income.
We take a look at the newest high-quality dividend payers in the index, and we take a closer look at an undervalued name.
The Morningstar US Dividend Growth Index homes in on cash-rich businesses with sustainable and growing yields.
These accounts have the potential to benefit millions of Americans living with disabilities, but only a fraction have signed on.
The Morningstar Wide Moat Focus Index adds some healthcare and tech, eschews some financial services stocks.
With 2017 in the books, our equity analysts name their best ideas in every sector.
We consider some options and explore the pros and cons of each.
It's hard to go wrong giving the gift of cash, but make sure you brush up on the tax consequences.
We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.
Proven management teams inspire our confidence in these young funds.
These rules of thumb are helpful in determining what assets should go in what accounts.
Like our Ultimate Stock-Pickers series, we take a deep dive into the portfolios of Medalist ESG funds.
The proposed tax bill would allow 529 withdrawals for elementary and secondary school tuition; we consider some implications for investors.
These sectors are home to the greatest number of narrow- and wide-moat companies.
Rolling period returns can provide a fuller view of a fund's performance than you can get by looking at a single-period trailing return.
The most expensive U.S. stocks we cover aren't necessarily bad investments, but they feel a little rich today.
Whether you prefer higher-quality companies or more speculative fare, there's plenty of good ideas on our list.
Vanguard Charitable's donor-advised fund has low fees and topnotch underlying investment offerings, but donation minimums are higher.
There have been few changes since we first began issuing Morningstar Analyst Ratings for ETFs one year ago, but we've ramped up coverage dramatically.
We examine Schwab Charitable's ongoing fees and underlying investment offerings.
Enduring competitive advantages are promising for any company but particularly so for smaller companies with long growth runways.
We take a close look at the ongoing fees and underlying investment offerings of the largest donor-advised fund in the U.S.
For investors looking abroad, these high-quality stocks are selling at compelling valuations.
Take a look at Morningstar analysts' nine 'exponential technology' themes and some undervalued stocks poised to benefit from them.
The Boost Saving for College Act could entice more people to contribute to 529 plans.
These high-quality dividend payers are trading at discounts to our estimates of their fair value.
Some frequently asked questions and answers about these popular college-savings vehicles.
Use our checklist to ensure you're getting the most from a new or existing 401(k) plan.
It may seem like some funds are only for the mega rich, but many are accessible through more channels than you might think.
These fixed-income funds could be well positioned to outperform if investors abandon riskier assets in favor of higher-quality fare.
These funds could be well positioned to outperform when growth stocks take a back seat to steadier fare.
Taking too large a distribution from a college savings plan can have costly tax consequences.
These stocks are positioned to outperform their peers, and they also score well on environmental, social, and governance metrics.
Why some companies have multiple share classes and tickers, and considerations for investors when choosing among them.
Morningstar readers offer their investment book picks.
While there's no telling if their short-term momentum will continue, these stocks' long-term prospects look bright.
We found some bargains among stocks that have lost more than a fifth of their value in the past three months.
Don't get bogged down by too many options; setting up a 401(k) can be simpler than it seems.
We sifted through our consumer defensive coverage list for sturdy, competitively advantaged bargains.
We look at some of the highest-quality companies in the Morningstar US Dividend Growth Index, which looks for cash-rich businesses with sustainable and growing yields.