Consider these strategies to stretch out your tax savings during your retirement years.
A look at some of the pros and cons of these increasingly popular investment vehicles.
The mechanics will be different this time around.
High potential capital gains exposure is sometimes, but not always, a red flag.
The best sequence to tap your other assets will depend on your family's individual circumstances.
Individual bonds can be held to maturity but have a few key drawbacks, too.
A quick rundown of how the income produced by different investment types is treated at tax time.
Low inflation expectations and meager real yields have weighed down TIPS.
Predicting the winners and losers of the next rate hike is a difficult undertaking.
We compare and contrast a few of the most common college-savings vehicles.
Quarterly reports can help you track a firm against your long-term expectations, but one earnings miss is not always--or even often--cause for concern.
We shed some light on the costs fundholders pay.
Given the large amount of U.S. earnings that come from overseas, currency effects do matter in the short run, but they needn't disrupt most long-term, diversified portfolios.
High-yield bonds are looking more attractive to some investors today, but they also have their share of drawbacks.
How to navigate when fear is running high and yields are running low.
The "duration stress test" can serve you well in case interest rates go up.
Mid-caps offer great risk/reward potential, but check your existing weightings before buying a dedicated fund.
These funds were among the best performers during the recent stock-market plunge--but there are other ways to play defense.
A guide to understanding Morningstar analyst-driven stock ratings and how they work together.
Higher yields than cash, with low volatility and principal protection.
If rates are set rise, some investors wonder if cash is a better bet than bonds in a balanced portfolio.
Six considerations for those considering an investment in municipal bonds.
Finding the right share class for you depends on a mix of factors, including your time horizon and investable assets.
Trying to time your portfolio's currency exposure could cost you money.
How we calculate flows and ways you can use the data.
These funds can play a role in a portfolio, but investors need to be aware of their risks.
Though not a perfect measure, duration can help you get a handle on bonds' interest-rate sensitivity.
Learn whether the market is cheap or expensive--and what you can do about it.
We delve into the similarities and differences between stock price and net asset value, as well as some better tools for gauging a fund's attractiveness.
Knowing financial aid rules is key, given the rising cost of higher education.
We set the record straight on reader questions about 529 distributions and financial aid.
DFA, strategic beta funds prove that traditional indexing isn't the only passive method.
Tax advantages and interest-rate protection can tip the scales.
Supercharged returns can lead to rapid-fire losses.
Brokerage fees, lack of active offerings can tip the scales.
Viewers of the recent Morningstar Individual Investor Conference wanted clarification on 5-star stocks, moat ratings, market cycles, and more. Here are the answers.
And which one you should pay more attention to.
We delve into how foreign-bond funds performed in previous rising-rate environments and find some surprising results.
Long-short strategies and use of derivatives can push fund portfolios into exposure overdrive.
Research suggests a Roth is nearly always preferable, but reality may not be so cut and dried.
Families with incomes of up to $180,000 can take advantage of the American Opportunity Tax Credit to recoup some college costs, but the measure is set to expire after 2017.
We look at the facts regarding why even students from wealthy families should fill out the FAFSA, the (remote) odds of getting a full-ride scholarship, and more.
We explain the difference between residential and commercial issues, and agency and nonagency issues.
College-savings plan assets must be withdrawn the same year expenses are incurred if you want to avoid taxes, penalty.
Some funds that invest in other funds charge additional fees, and here's how you can tell.
We answer reader inquiries about what happens when high schoolers take college courses, whether a transfer of ownership constitutes a gift, and more.
Readers have questions about these financial terms; we supply answers.
The relationship to a stock's current trading price can provide useful guidance but no guarantees.
Consider convenience, coordination of spending, and tax breaks to make an informed decision.
All-in-one retirement funds offer convenience and professional money management, but they may not be for everyone.