We serve up some solid ideas for taxable accounts among muni funds, tech stocks, MLPs, and core broad market ETFs.
Morningstar's Russ Kinnel and Christine Benz highlight a more conservative, all-weather fund; a high-quality dividend-payer; and a higher-risk but well-managed bond fund as solid choices for an IRA.
The Fed's eventual rate hike may dislocate markets in the short term, but higher rates are necessary to bring us back to normal, says Morningstar's Bob Johnson.
The exact timing of a rate increase shouldn't have a huge impact for most long-term investors. Plus, perspective on Wal-Mart's wage hike, Berkshire's energy sale, and Priceline's lift-off this week.
An additional $12.5 billion left PIMCO's flagship Total Return Fund in January, bringing the total outflow to more than $90 billion since Bill Gross' departure.
The transformation of the Greek debt crisis from a banking to a political problem limits the potential impact of a Greek default on the rest of the world, says Morningstar’s Bob Johnson.
Continued strength in the employment market means the Fed will most likely act to raise rates at its June meeting, says Morningstar's Francisco Torralba.
The headline number could be driven lower by decelerating growth in a handful of key sectors, says Morningstar's Bob Johnson.
December's housing data showed improvement, but the widening price gap between new and existing homes remains a concern, says Morningstar's Bob Johnson.
Key differences between the eurozone and the U.S. could make the ECB's bond buying program less effective than the Fed's, says Morningstar's Bob Johnson.
Falling oil prices could be a tailwind for consumers and housing but a headwind for oil-driven local economies and corporate earnings, says Morningstar's Bob Johnson.
Some key sectors were down from November, but the year-over-over and inflation-adjusted data is still strong, says Morningstar's Bob Johnson.
Despite another strong employment number, the absence of wage or price inflation should give the Fed space to remain patient on rate hikes, says Morningstar’s Bob Johnson.
Friday's jobs number may disappoint some observers, but when averaged with November's robust report, growth should be consistent with what we've seen in the past year, says Morningstar's Bob Johnson.
Competitive advantages have improved for Mead Johnson, while De La Rue's moat was downgraded to narrow and POSCO was deemed a no-moat company.
Many will be disappointed with moderating GDP growth and housing's performance next year, but surprised by improvement in skilled-labor wages and the federal deficit, says Morningstar's director of economic analysis.
In a year that defied many expectations, stocks and bonds continued their rally.
The country's economy and currency are in precipitous decline, but the U.S. economy should provide an engine for global growth, says Morningstar's Bob Johnson.
Slower growth in China will likely mean lower commodity prices--which, in turn, could stimulate the U.S. economy, says Morningstar's Bob Johnson.
Broad-based hiring boosted last month's data but likely isn't a sign of sharply accelerating growth, says Morningstar's Bob Johnson.
Late holiday hiring and an increase in restaurant sales should produce a better-than-expected jobs number, says Morningstar's Bob Johnson.
The Fed will balance improving U.S. labor market data against continued low inflation and weak global growth in timing its first rate increase, says Morningstar's Bob Johnson.
After a disappointing year, the housing market should pick up some steam in 2015, says Morningstar's Bob Johnson.
These three wide-moat firms are trading at reasonable prices in a market with little breathing room in valuations.
Whether you look at equity or fixed-income markets, the investing landscape looks fully valued, says Morningstar's Tim Strauts.
Credit spreads could grind a bit tighter still as credit risk further improves, but rising rates may eat away at the gains, says Morningstar's Dave Sekera.
In the context of a normal interest rate environment, today's markets aren't providing investors with a lot of opportunities, says FPA's Steven Romick.
Adhering to a risk framework and prioritizing issue selection and position sizing are central to risk management at Gold-rated Metropolitan West Total Return Bond.
As eurozone recession fears mount, Europe-based firms with a global footprint are becoming attractively valued; meanwhile bargains are harder to find in Japan and the emerging markets, says the Oakmark International manager.
Managing risk means properly pricing the strength, consistency, and ability of a firm's cash flow stream to withstand macro shocks, says the Oakmark International manager.
The Gold-rated Metropolitan West Total Return manager says his team is emphasizing relatively safe, low-volatility securities, given current pricing levels and the potential for shocks in the bond market.
A few high-profile misses notwithstanding, earnings were statistically strong last quarter, with potential for steady, if somewhat slower, growth looking ahead.
An update on our Fund Analyst Rating changes and what we're continuing to monitor as the firm works to stabilize itself after Bill Gross' departure.
Despite missing overly rosy estimates, October's employment report is in line with recent trends, says Morningstar's Bob Johnson.
Consumption, exports, and other factors that normally drive employment haven't looked strong and could make for a ho-hum report, says Morningstar's Bob Johnson.
PIMCO Total Return is still losing assets on a daily basis, but at a much lower rate than in the immediate wake of Bill Gross’ departure from the firm.
Despite some high-profile misses, earnings overall have been good, if unspectacular--and investors should expect similar growth for the market, says Nuveen's Bob Doll.
Several factors, including population growth, income inequality, and low inflation, could keep a lid on rates over the next several years, says Morningstar's Bob Johnson.
The Bank of Japan’s decision to accelerate asset purchases as the Fed is backing off means a strong dollar is likely here to stay, says Morningstar’s Bob Johnson.
Headline growth was better than expected, but an unsustainable boost from government spending and exports means the U.S. hasn’t broken out of its slow-growth trends, says Morningstar’s Bob Johnson.
Lower gas prices, an improving job market, and other factors should spur consumers to open their wallets, says Morningstar's Bob Johnson.
Early indications suggest DoubleLine, Metropolitan West, and Dodge & Cox may be benefiting from Bill Gross' departure.
The market is rapidly reassessing the impact of slowing global growth on central bank policy, earnings, and currencies, says Morningstar’s Bob Johnson.
Our take on what's been roiling equity markets as well as how proposed changes at HP and Gap will affect the businesses.
Although the U.S. economy should continue to grow in the coming year, a weaker global economy could impact corporate earnings, says Morningstar's Bob Johnson.
Cost advantages, intangible assets, and profitable parts-and-services operations may have attracted Buffett to auto dealers, but current share prices on the public firms don't look attractive today.
September's job gains were solid, but after adjusting for a weak August, growth remains in the same year-over-year range we've seen for quite some time, says Morningstar's Bob Johnson.
Investors need to be aware of risks ranging from outflows to board stewardship, but the core investment process remains sound in the wake of Gross’ departure.
Be on the lookout for revisions to August's lackluster report, plus the wage-growth data, when sizing up Friday's employment report for September, says Morningstar's Bob Johnson.
A recent sell-off is starting to create opportunities for long-term small-cap investors, including these two names, says Morningstar's Todd Wenning.