The current low-inflation, low-interest-rate environment could foster another two-plus years of double-digit total returns for investors, says Silver-rated Osterweis Fund manager Matt Berler.
Fed stays intent on tapering, Tiffany shares look rich, a big deal in pay TV, and Target feels a chill from Canada.
As the Vanguard founder recently turned 85, we scoured our many interviews with him for some words of wisdom.
Two-speed recovery complications in Europe, Wal-Mart's woes, and questions about a different beat at Apple.
Draghi drops a hint, Whole Foods takes a hit, and Alibaba's impending IPO raises questions for Yahoo.
Boring investments tend to keep people in their seats, which leads to better outcomes, says Morningstar's director of personal finance.
The employment report had its bright spots, but 288,000 is not the new normal for monthly job growth, says Morningstar's Bob Johnson.
Bank of America makes a boo-boo, Twitter shares are still flying too high, Morningstar heads to Omaha, and more.
These durable strategies have bested the market over time.
Your 2013 tax return can teach you valuable lessons on asset location, the Medicare surtax, HSAs, deductions, and more.
Still gas in the tank for Apple, Facebook gets mobile mojo, a possible wide-moat combination, and more.
Perception of a security and sector carries critical importance in the Loomis Sayles Bond manager's long-term process.
The Loomis Sayles Bond manager expects rates to trend higher, but growing geopolitical tensions are reasons for concern in the credit markets.
The Oakmark manager notes how a long-term view, with strict buying and selling discipline and preparedness for short-term weakness, has allowed his international fund to beat its peers.
Japanese and European equities drove returns for Oakmark International last year, but manager David Herro says it's a long-term positive to have exposure to emerging-markets consumers.
The fund's plain-vanilla focus on company fundamentals allows it to uncover value in any kind of stock and has contributed to its long-term outperformance, says Morningstar's Shannon Zimmerman.
The T. Rowe Price Capital Appreciation manager says bargains are hard to come by today but does see some value in the highest-quality high-yield bonds.
Google not going astray, banks look too big to earn, GE and Coke worth considering, and Chipotle's stock is overstuffed.
The strategy of this moderate allocation fund plays to T. Rowe's expertise across a broad range of asset classes, says Morningstar analyst Greg Carlson.
We're always willing to go where we see long-term value, but the market may not, says T. Rowe Price Capital Appreciation manager David Giroux.
BlackRock's Heidi Richardson, University of Chicago professor Randy Kroszner, and Morningstar's Bob Johnson tackle today's key macro issues--including employment, housing, consumer and corporate spending, the Fed taper, and much more.
You're not getting the full picture if all you consider is the number of jobs added, says Morningstar's Bob Johnson.
High-frequency hype, economic moats in action, and a bumpy road for GM.
Roundtable report: Get practical strategies to meet your health-care funding needs with smart use of long-term care insurance, Medigap policies, health savings accounts, and more.
If you haven't checked your portfolio for a while, chances are your allocations are out of whack--which may call for rebalancing into an unpopular asset class.
Despite recent volatility in manufacturing data, the longer-term numbers track consumer data and show steady 3%-3.4% growth--a trend that's likely to continue.
Not crushing on IPOs, Facebook's virtual strategy, a setback for Citi, and more.
The Fed stays a course toward normalcy, stormy weather for FedEx, and housing hits a rough patch.
China cools, Fannie and Freddie fall, and Amazon's wide moat backs a Prime decision.
February's better-than-expected job gains were still below the 2013 monthly average, but we should see acceleration--albeit uneven--in subsequent months, says Morningstar's Bob Johnson.
This week: Geopolitics and investing, a real value in automakers, a value trap in retail, and a new CFO--but lingering questions--at Apple.
Earnings will need to come through strong if we are to get another good year for stocks in 2014, says Nuveen chief equity strategist Bob Doll.
The raw data suggest that February job gains should be worse, not better, than the consensus of 143,000, says Morningstar's Bob Johnson.
More clippings--and a few thoughts--for your 'Oracle of Omaha' file.
How investors should think about Ukrainian unrest, the Bitcoin debacle, and home prices that are poised for a breather.
As investors realize the impact of new tax increases, municipals are going to become more valuable--but research is key to finding value and avoiding trouble, says Fidelity's Kevin Ramundo.
The government's second read on fourth-quarter GDP, due Friday, will probably dip from the initial 3.2% reported growth rate--but don't hit the panic button, says Morningstar's Bob Johnson.
Investors who build tax diversification, get savvy with RMDs, mind state taxes, and avoid the 'tax torpedo' can lighten their tax loads considerably in retirement, says Morningstar's Christine Benz.
Get a mix of IRA ideas--including sturdy core holdings, interesting opportunistic names, and steady income-payers--from Morningstar's Christine Benz, Josh Peters, and Ben Johnson.
IRAs, 401(k)s, and Roth accounts are key components of your toolkit, so make sure you get the most out of them.
After the Supreme Court struck down part of the Defense of Marriage Act, same-sex couples will want to consider new opportunities for amending income tax returns, streamlining estate plans, maximizing Social Security, and more, says financial planner Michael Kitces.
Waning austerity measures and more trade will help, but tight lending and moderating growth in China may be headwinds.
WhatsApp with Facebook's big buy? Plus, rumors rev over Apple's next move and budget-focused firms face headwinds.
Because frontier markets are seen as risky, risk tends to get priced more dearly, and valuations look more appropriate for the type of risk you are taking, says Wasatch Frontier Emerging Markets Small Countries Fund manager Laura Geritz.
As the government's debt-servicing costs and social-program spending increase during the next 10 years, it will be tough for GDP to hit its long-term 3% average growth rate.
Some static in the Comcast-TWC tie-up, Yellen and Pepsi stay the course, and slow and steady pays dividends for Realty Income.
These accounts have benefits for savers who are just getting going, but most will need a bigger toolkit for retirement, says Morningstar's Christine Benz.
With continued government headwinds, lackluster health-care and education hiring, and softness in retail jobs, construction and manufacturing will have to step up to the plate this year, says Morningstar's Bob Johnson.
Twitter still flies too high, pressure mounts on Puerto Rico, and Disney gets a content kick.
The short-term factors that led to a disappointing December jobs number likely did not entirely reverse themselves in January, says Morningstar's Bob Johnson.