Commentary

Keep these common missteps top of mind.

As the privately held coworking company struggles, funds have trimmed their views of what it, Airbnb, and other "unicorns" are worth.

Investors continued to cut risk in October 2019, despite low yields and strong equity returns.

Consumer retail and software companies report earnings next week.

Our enhanced Sustainability Rating helps investors better evaluate their funds' overall risk to ESG factors.

Other large companies in retail, media, and software are also reporting earnings this week.

You can use mental accounting to make healthier financial decisions.

Automotive, tech, and healthcare earnings are out this week as are several Fed reports.

We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.

Congress looks for further ways to turn our retirement system to a general savings system.

In the final part of our special report on value investing, we examine the common themes linking the top value funds during the past several years.

When in doubt, spread it out.

In part two of our three-part special report on value investing, our analysts share insights gleaned from fund manager interviews.

In part one of our three-part special report, we examine why value has underperformed growth so dramatically in recent years.

The Fed’s meeting is scheduled for next week, sparking speculations of another interest-rate cut.

How to make the call.

Understanding risk and how it relates to three different ways to grow your money is key.

We're watching for reports from major names including Proctor and Gamble, McDonald’s, Chipotle, and Boeing.

This month, Morningstar introduced a quarterly look at flows by fund cost.

Which areas of the market may be more vulnerable to ongoing trade tensions?

Examining personal finance through the lens of economics yields a nifty road map for accumulating wealth.

The new earnings season kicks off with names from a variety of sectors.

Maybe. Maybe not. Just don’t fall prey to the Gambler’s Fallacy.

We're watching for the consumer price index, Fed minutes, and import-export prices.

The past quarter was a rocky ride, and there were some surprising winners.

High and low are meaningless without a reference point.

Economic reporting on trade balance, updates for August data, and WeWork's IPO sees further delays.

We examine the benefits of these vehicles and how they differ from conventional 529 plans, and we take a deep dive into what each state has to offer.

Why too much of a good thing can turn bad.

Here's how to protect your own interests.

Taking advantage of these five trends will require new levels of expertise.

Fischer Black exposed a bias in a measure of risk-adjusted return.

We're watching news from Nike, AutoZone, and more, with economic data releases set for Friday.

Here’s how you can use the laws of psychological distance to your advantage.

Long-term funds suffered $16 billion in outflows during August.

We're expecting earnings results from Adobe as well as the Datadog IPO.

You're not irrational. Your mental math is skewed.

Our annual Portfolio Makeover Week is coming up soon, and Christine Benz is looking for investors who'd like her to review their portfolios.

Retailers' earnings, more economic reports, and a much anticipated IPO.

Let the Morningstar Style Box be your guide.

Time is limited and information overwhelming. Shortcuts and rules of thumb can help in life--and investing.

As earnings season slows down, we're watching for the Fed's Beige Book release and tariffs on Chinese goods.

It's not as crazy as it sounds, but the answer won't make you happy.

We're watching for earnings from Hewlett Packard Enterprise, Tiffany, Williams-Sonoma, Dell, and Workday.

Funds with the greatest business ties to China took outsize losses.

The earnings reports keep rolling in.

Strong demand for taxable-bond, municipal-bond, and money market funds in July.

Congress’ next “pay-for” is not as significant as it seems at first glance.

The reporting season continues with more big names. Plus, the consumer price index and retail sales.

We're watching for Disney, Uber, and others this week.