Dribbling money in over time can effectively minimize risk, but it’s not a wealth-creating process, says financial planning expert Michael Kitces.
CBS, Time Warner, 21st Century Fox and Discovery have been feeling the pressure of 'cord cutting' and are trading at discounts ahead of their earnings this week.
The Federal Reserve offered few clues about its June meeting intentions, but rate hikes are likely to be slow and low. Plus, our read on Facebook, Apple, and Chipotle earnings.
At Berkshire Hathaway's annual meeting, Morningstar's Gregg Warren will be one of three analysts asking Warren Buffett and Charlie Munger questions. Here's what he'd like to know.
Berkshire will be 'just fine' with either of the top candidates as long as they stick to Buffett's approach to capital allocation and decentralization, says Morningstar’s Gregg Warren.
Despite its runup this year, Berkshire's stock is trading at a reasonable entry point for long-term investors, says Morningstar's Gregg Warren.
Apple, Amazon, Chevron, and Exxon will report this week; plus, what to expect from the Fed meeting and first-quarter GDP.
Though contrary to expectations, Morningstar's Bob Johnson sees some optimistic signs in this week's housing data.
Nuveen's chief equity strategist Bob Doll gives his thoughts on the state of the economy, and where he's finding value.
Investors should consider the different tax treatments, benefits, and drawbacks associated with the various types of IRAs, says Morningstar's Christine Benz.
What to look out for as Alphabet, Microsoft, IBM, Yahoo, and Netflix report this week.
Working against several headwinds, bank earnings did a bit better than expected this week, and we do see some values among them.
Despite several headwinds, we generally think banks look undervalued heading into earnings season.
Policy uncertainty in China, currency reversals, and continued domestic weakness in Japan and elsewhere weighed on global markets, but there were some bright spots, says Morningstar analyst Patty Oey.
The Department of Labor’s final rule should be easier to implement and drive more dollars to low-cost investments, says Morningstar’s Scott Cooley.
Both wide-moat Monsanto and no-moat Bed, Bath and Beyond are trading below Morningstar's fair value estimates ahead of their earnings reports. Plus, Fed minutes due on Wednesday.
Investors were taken on a wild ride to start 2016.
Stocks ended roughly flat year to date after a volatile first quarter, but more turbulence could be in the cards.
Inflation and jobs data this week will likely impact the Fed's decision to raise rates or not later this year.
Two figures are heading toward the exit as the embattled pharma firm's saga continues. Plus, our take on Apple's product tune-up, and more.
Will inflation hold off long enough to allow the Fed the luxury of very slow rate increases? Plus, FedEx pops, Valeant drops (even more), and Oracle hits the cloud running.
Heavy marketing spending, a strong dollar, and a weak China economy haven't been enough to dent this wide-moat firm. Plus, General Mills and Red Hat earnings are on tap.
It's unlikely that Congress will tax Roth accounts, but it may institute RMDs or account balance limits, says financial planning expert Michael Kitces.
Although it looked benign on the surface, February's data is worrisome after stripping out energy, as the cost of services is heating up.
Although the market isn't expecting the central bank to hike rates on Wednesday, it is likely to leave the door open to an increase in April or June.
The undervalued sporting-goods retailer, which reports earnings this week, is well-positioned as rivals struggle.
A steady unemployment rate and tick down in wages will likely stay the Fed's hand in March, but the market is still underestimating the prospect for hikes this year.
If February’s job growth comes in above expectations, the central bank will have to take a hard look at raising rates later this month, given recent inflation data, says Morningstar’s Bob Johnson.
Health-savings accounts can be used to save for long-term-care costs in retirement, while a Roth IRA can double as an emergency fund or a vehicle for college savings, says Morningstar's Christine Benz.
Although Lowe's underperformed Home Depot last quarter, it looks like the better bargain today. Plus, Macy's and Target try to turn things around, and more.
Jobs data on Friday will reveal if employers kept hiring despite volatility in the stock market and mounting concerns about global growth.
What to watch as struggling retailer Macy's, wide-moat Home Depot and Lowe's, 5-star Gap, and TJX report results this week.
Give your taxable account a lift by replacing tax-loss-sale holdings with better investments or by finding more tax-efficient alternatives, says Morningstar's Christine Benz.
The market overall is not exactly cheap and still fraught with uncertainty, but patient investors will find select opportunities among moat stocks that can weather the storm.
Both Express Scripts and Priceline face short-term pressures but could present long-run opportunity for investors. Plus, what to watch in Wal-Mart earnings, and more.
Although workplace retirement plans have made a big difference, there's still a yawning gap between white and African-American investors when it comes to stock market participation, says Ariel's Mellody Hobson.
Last month's below-expectations headline growth number obscured a solid overall report, says Morningstar's Bob Johnson.
Investors will be eager to see how media giants Disney, Fox, Time Warner, Viacom, and CBS are faring as consumers' viewing habits change.
Exxon's capital-spending pullback is just one more reason for investors to be prudent when considering beaten-down energy names.
A March rate hike seems slightly less likely, following the Fed's comments this week. Plus, our read on Facebook, Apple, Boeing, and P&G earnings.
We'll be watching Google parent Alphabet's earnings, oil major results, consumption and jobs data this week.
Be sure to keep tabs your withdrawal rate, cash reserves, and a good performance benchmark for your investments, says Morningstar's Christine Benz.
Investors will be focused on iPhone sales, and whether momentum is persisting for the online giants.
What we'll be watching for in IBM, Netflix, American Express, and GE earnings this week.
Consider rebalancing and pulling forward IRA contributions, but don't get overexcited about buying opportunities or short-term market movements, says Morningstar's Christine Benz.
Results from JPMorgan, Citigroup, and Wells Fargo are on tap. Plus, what to watch in retail sales data and Intel results.
Fundamental, technical, and behavioral factors are all at play in sending Chinese and global shares lower, says Morningstar’s Dan Rohr.
Is a tighter labor market forcing employers to boost pay? Also on tap: ISM data, auto sales, and Monsanto and Walgreens earnings.
A Fed rate hike, more mergers, and further pressure on oil prices dominated headlines in the final quarter of a volatile year.
How should investors think about the Fed, energy, M&A, China, and more in 2016 and beyond?