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.
Real estate investment trusts, once seen as a key diversifying asset class, have recently moved more like other equities.
American depositary receipts provide individual investors with a way to invest abroad using U.S. exchanges and U.S. dollars.
Decide what attributes you value most, then go from there.
Getting under the hood of your portfolio is an invaluable way of identifying potential trouble spots.
Here's a quick guide to locating company filings and the information you'll find in them.
Putting the average investor's experience with a fund in context.
Collective investment trusts aren't available outside of plans but can offer fund-like performance at a lower price.
Unlike with stocks, price is determined by the value of the fund's underlying holdings.
You can transfer assets between prepaid 529s and 529 college-savings plans, but don't make a habit of it.
Understanding rules for rollovers, federal tax breaks, and more can help you stretch the value of your college savings fund.
A rise in rates could hurt the bond portion of your college-savings portfolio, but don't lose perspective.
What happens if you have to take money out of your college-savings plan for noncollege expenses? We've got the answer.