Commentary

Is paying down your loans while payments are suspended the best use of your dollars?

Your investment plan lineup is not a buffet table--the dangers of naïve diversification.

The rule that was finalized under the previous administration is likely to be reversed in the coming year.

Here's how these companies shifted their thinking in 2020 to reflect pandemic-driven consumer trends.

ETFs sizzled, open-end funds fizzled, and bond funds kept on rolling.

We also are looking out for other big names to report in the week ahead.

Our screens reveal a select list of equity funds that have achieved long-term excess returns.

The share price of the payments company nearly doubles in first day of trading.

Our screens reveal a select list of taxable-bond funds that have achieved long-term excess returns.

Large-growth funds smashed large-value funds last year.

These companies supported remote working, mobility, and e-commerce throughout the pandemic.

We are also watching for several names in the financials sector, including BlackRock, JPMorgan Chase, Citigroup, and Wells Fargo.

Though the situation is still fluid, recent developments have clarified the implications for investors.

We take a closer look at the stock and bond markets in Q4 and more.

There have been quite a few flip-flops in this turbulent year.

Morningstar experts share the lessons they learned in an unprecedented year.

Introducing a new metric for Premium Members for gauging the funds that investors are most interested in.

Thinking like an endowment manager has its advantages.

They collect a record $97 billion and lift U.S. equity funds.

These stock launches took on the pandemic, raised billions--and generated a lot of hype.

Vanguard has the biggest fund.

Christine Benz shares her key takeaways from Portfolio Makeover Week 2020. 

The U.S. food delivery service made quite a market debut.

What's poised for a comeback when consumer behavior normalizes?

Ant Group and WeWork are recent high-profile examples of floats that didn't make it over the line. Should investors be worried if a company changes its mind?

Corrections to Morningstar content.

Get the latest research delivered in a more modern and mobile-friendly format.

With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.

Like any other investment, you need to know what you own and why.

Factors like freedom and career flexibility can offer intangible financial benefits--in exchange for a home equity opportunity cost.

Proxy voting reveals disagreement between the influential majority and smaller shareholders on diversity, equity and inclusion issues.

We screened our coverage universe for standout companies with diverse boards of directors.

The business serves a rapidly expanding market that's relatively underpenetrated.

Taxable-bond funds are still getting inflows; U.S. equity funds aren't.

We also expect reports from NVIDIA and Target.

As the pathway to economic normalization in 2021 becomes clear, the market has begun to favor value stocks over growth stocks.

The pandemic has made students and families reconsider the true value of a college education.

The pros and cons of infrastructure funds.

Cisco’s earnings report is also on our radar for the week ahead.

Morningstar’s third-quarter 2020 market commentary covers U.S. economic recovery, reducing ties with China, and more.

These tools hold enormous promise, but there are some implementation challenges.

The Democrat's platform proposes major new spending programs, including healthcare, clean/renewable energy, infrastructure, and education, among others.

Here are some key things to consider when thinking through investment decisions.

How to keep your (investment) cool when the future remains unclear.

What's electrifying the romance between SPACs and cleantech?

The data on financial knowledge, job opportunities, and cultural changes in companies paints a different picture from what marketing campaigns show. And the coronavirus is taking us backwards.

We looked at companies who spent the most money in political contributions.

We also anticipate an earnings report from Uber.

Investors often equate momentum markets with growth and tech stocks--and this year's rally met those qualifications. But that's not always the case.

We look forward to a week jam-packed with earnings reports from big companies.