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.
We put together a sample budget for those new to the workforce and explore some tips for staying on track.
Even investors with plenty of assets for retirement still need to adjust to the reality of no longer getting a paycheck, says Michael Kitces.
With the second quarter in the books, our equity analysts name their best ideas in every sector.
Michael Kitces says increasing spending as income grows has a negative impact on savings.
Our analysts like Vanguard Total Bond Market Index, Fidelity Total Bond, and Dodge & Cox Income for downside protection and diversification.
Stericycle, Express Scripts, Allergan, and Disney have strong competitive advantages and are trading at a discount to our fair value estimates.
We take a closer look at the dividend payers we added to the index (and those we removed) in June.
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
The Morningstar Wide Moat Focus Index scoops up some asset managers and jettisons some real estate stocks.
Overall inflation levels may be moderate, but readers say the rising costs of services, dining out, housing, and healthcare have strained their budgets.
For investors looking abroad, these moat-worthy stocks are selling at compelling valuations.
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 equity strategies.
The cost of borrowing for college is rising along with the price of college itself. Here's what you need to know.
The reasons include investors' shifting preference for lower costs, the rise of target-date funds, and good ol' performance-chasing.
The VIX can tell you how uncertain financial markets are about the near future, but little more.
Options ranging from 529 plans, Coverdells, or Roth IRAs can differ in tax treatment, investment flexibility, and effect on financial aid eligibility.
Currency fluctuations do have short-term effects, but most long-term investors can safely tune them out.
Don't disregard the FAFSA when planning how to pay for college.
A look at some newer ways to address the problem of student-loan debt.
The best sequence to tap your other assets will depend on your family's individual circumstances.
When markets sell off indiscriminately, it can be a great time to shop for high-quality bargains.
EBITDA can be a helpful valuation tool in some instances--just don't mistake it for free cash flow.
Stocks in the media sector have lagged of late; we found five compelling bargains amid the sell-off.
We examined the 500-plus holdings in the Morningstar US Growth Index and found some stocks with decent growth prospects at reasonable valuations.
If they could get an audience with the Oracle of Omaha, readers would ask about succession planning, the economy, and shrinking the wealth gap among other topics.
We examined the nearly 500 holdings in the Morningstar US Value Index and found some solid stocks at great prices, and others that look too expensive.
Panelists from Dodge & Cox, Capital Group, and Moerus Capital Management discuss where they are finding the best opportunities around the globe.
While it's true that most funds won't beat market indexes over long stretches after accounting for fees, here's a closer look at a handful of Morningstar Medalists that did.
We look at the least expensive companies in the Morningstar US Dividend Growth Index, which looks for cash-rich businesses with sustainable and growing yields.
The Fed raised rates last month, then bond prices rose. What gives?
These high-quality small-cap firms may deserve a place on your watchlist.
Many of these tax benefits phase out at higher income levels, but it could pay to check eligibility.
These high-quality dividend payers are the newest entrants to the index, and we take a closer look at three that are undervalued today.
If paying for day care is breaking the bank, these tips and tax strategies might help.
We take an in-depth look at the new constituents of Morningstar's Wide Moat Focus Index and highlight the stocks that are most attractive today.
We take a close look at TIPS and I Bonds, investment products that can help preserve your long-term purchasing power.
Despite the dour headlines, we see buying opportunities in these real estate investment trusts.
Uncertainties regarding healthcare loom large, but we think these profitable stocks are being punished too harshly.
As stocks of traditional retailers continue to founder, investors are underappreciating these versatile brands.
These are some of our favorite exchange-traded funds for investors seeking to add or augment their portfolio's international-stock exposure.
We explain some of the main reasons Morningstar equity analysts may adjust their assessment of a stock's intrinsic value.
Tax-managed funds don't guarantee tax efficiency, but they can be a good choice for taxable investors.