Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat.
We explain what ETFs are, how to use them, and how to find the best ones.
How to find a sustainable fund that addresses the issues you care about and works well in your portfolio.
Here's how to quickly size up ESG risk exposure in your investments.
How to make smart financial decisions, when offers are designed to know you better than you know yourself.
Speculative investments may have a place in a portfolio, but only in small doses at the fringes.
We put together a sample budget for those new to the workforce and explore some tips for staying on track.
We explain the differences between ISO and NSO options, how they are taxed, and how to make the most of them.
The popularity of the ARK family of ETFs is raising the profile of active ETFs.
These five questions can help you figure out whether to invest in municipal bonds and the best way to do it.
Whether you're in the market for a company paying a juicy yield or one that's growing its payout, here are some things to keep in mind.
Five considerations for those investing in fixed-income funds.
We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.
We look at different types of international markets and how you can invest in them.
There's more to investing than trading stocks.
Here's a simple system to help you break down the choice.
Rebalancing your portfolio allows you to 'buy the dip.'
Here’s what you need to know to start thinking about flows.
We explain what RSUs are, how they are taxed, and how to make the most of them.
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.
What is inflation, deflation, disinflation, and stagflation?
All the votes need to be counted, and it’s not unusual for different batches of ballots to suggest very different potential outcomes that can influence short-term sentiment.
We examine the value of some popular companies.
A three-step solution for selecting the best college savings plan.
Tackle debt fastest with the 'avalanche' method, or get psychological wins sooner with the 'snowball' strategy.
We break down the basics of one of the most common investment vehicles for new investors.
The FAFSA for the 2021-22 school year is now available. Put it on your to-do list.
Upcoming IPOs prompt consideration for what it means to “go public.”
Recent membership changes highlight confusion around the famous index.
Morningstar's ESG Screener makes it easy to find the right ESG fund.
Companies like to play with the price of their stocks. Here’s why and what you should know.
Go beyond performance when choosing investments.
You should probably start with a fund. Here's some advice on getting started.
529 withdrawal rules may cause you to pay extra if you’re not careful.
Morningstar's experts provide answers to seven of the most frequently asked 401(k) questions today.
Get to know the differences between them and find out which one is right for you.
A match is a great employer benefit and a powerful wealth-building tool, but there are many reasons to keep contributing to your 401(k) even if this key benefit is suspended.
We consider some options and explore the pros and cons of each.
Cross this big to-do off your list by following these easy guidelines.
To help investors quell anxiety and put the current market volatility into a longer-term context, we curated a collection of courses from our broader Investing Classroom curriculum.
Nuanced exclusion criteria mean funds that seek to avoid animal testing can differ widely from each other and from market benchmarks.
All you need to know about this popular account used to cover healthcare expenses.
How to figure out your rates, and which one matters more.
If your income level is below certain thresholds, you may qualify for some of these tax-saving credits and deductions.
Be sure you're making the most of your tax deductions.
How to tell different ESG factors apart in your investing decisions.
Determine your ideal risk level in three easy steps.
After some initial setup work, these money moves are easy to maintain.
We tackle reader questions about 401(k)s.
We tell first-time bond investors what they need to know about intermediate core bond funds.