We've cut or boosted the economic moat ratings and trends for more than a dozen companies, and these four firms look undervalued.
Though not the perfect fit for every situation, ABLE accounts represent important progress for people with disabilities.
A high payout ratio could be a red flag, but it doesn't always portend a dividend cut.
We don't share investors' convictions in these widely held mutual funds.
PIMCO's Mihir Worah shares his thoughts on inflation expectations and current valuations in the TIPS market.
A look at some of the pros and cons of these increasingly popular investment vehicles.
Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher in the past week.
Tax-loss selling and Roth conversions are among the top ways readers plan to lessen their tax bite.
We've adjusted our take on the competitive advantages of these undervalued firms.
We highlight three exchange-traded funds that are best-of-breed, and one that falls short relative to peers.
Many banks reported good third-quarter earnings and upbeat outlooks. We check them against Morningstar analysts' expectations.
Morningstar's Leo Acheson discusses what's behind our decisions to boost some state plans and to lower our rating on others.
Morningstar readers share their best advice for taming college costs.
Don't disregard the FAFSA when planning how to pay for college.
We take an in-depth look at the new constituents of Morningstar's index of competitively advantaged firms trading at favorable prices.
Morningstar readers will pony up extra money for good insurance, high-quality pet care, and flavorful dining.
Six foreign stocks that are selling at compelling valuations.
Many Morningstar readers think of Social Security as income, not as an asset.
The mechanics are different post-financial crisis.
These stocks have sold off as they face various headwinds, but we think they're trading at attractive valuations.
For many readers, concerns about health and happiness outweigh money fears.
Be aware of the two components of alpha: cyclical and persistent, says Rayliant Global Advisors' Jason Hsu.
Panelists at the Morningstar ETF Conference offer explanations for why the low-volatility premium exists, and whether it can persist.
Drug pricing concerns have indiscriminately weighed on healthcare stocks; these names look undervalued.
Let's put a number on how much it could cost, and how much you might need to save.
We highlight a few of the cheapest stocks in the Morningstar Dividend Yield Focus Index.
A look at some newer ways to address the problem of student-loan debt.
We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.
Morningstar readers share their tips for finding the best deal on supplemental coverage, keeping healthy, and maximizing HSAs.
There are pros and cons to rolling over your retirement account when you leave a job; do some due diligence before you decide.
For some readers, gold is a necessary piece of the puzzle; for others, it's no better than iron pyrite.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
We'd love to own these stocks--if only they were cheaper.
We've added to the roster of attractively priced, competitively advantaged companies.
Morningstar readers offer their top picks for investment books.
Although stocks should play the leading role, some allocation to bonds can be beneficial.
Stocks eked out gains amid market volatility, Fed-watching, and steep valuations.
When markets sell off indiscriminately, we look for the highest-quality bargains.
We've updated our correlation matrices to see what asset class has best offset equity-market risk.
Panelists at the 2016 Morningstar Investment Conference discuss how the DOL's fiduciary rule may change the financial-services industry.
Three high-yield bond managers discuss the current state of the high-yield market and the role high yield should play in an investor's portfolio.
Morningstar readers offer graduates their best advice for securing their financial future.
Morningstar readers discuss how they decided to buy long-term care insurance and their contingency plans when a policy wasn’t an option.
Morningstar's Leo Acheson discusses how to evaluate 529 plans and identifies some industry best practices.
Small companies have been on a roll, but these stocks still look undervalued.
Morningstar's Investor Return metric shows how well mutual fund investors have timed their purchases and sales.
Morningstar readers discuss some of the lessons they’ve learned in the market.
These sturdy bond funds ply cautious strategies designed to minimize risk.
These international funds have solid records of downside protection and competitive long-term returns, too.
These funds won't keep you up at night if you're squeamish about exposing the bulk of your assets to the market.