Morningstar's Christine Benz discusses reducing the drag of taxes on a portfolio and shares some of her favorite mutual funds.
The best-performing sectors thus far in 2016--utilities, consumer staples, energy, and basic materials--all look overvalued to our analysts.
Harold Evensky's concept for portfolio allocation can help bring retirees peace of mind and avoid poorly timed sales, says Morningstar's director of personal finance.
In open letter to the Baidu CEO and Board, shareholder and StockInvestor Editor Matt Coffina spells out his objections to a proposed sale of video platform iQiyi.
We're unenthusiastic about the valuation of the broader market, but opportunities can be found in a few out-of-favor sectors.
We favor bottom-up stock analysis to find pockets of value amid a fairly valued market.
Interest-rate fears bring utility and real estate valuations in line, but the broader market still looks fully valued.
We've adjusted our cost of capital and energy price assumptions, but we see little margin of safety and few opportunities in current stock prices.
Adventurous investors may find opportunities in out-of-favor energy and basic materials stocks, but the valuation of the overall market still leaves little margin for error.
From moats to fair value to stewardship, we explain the key pillars of our approach to equities.