Investing Specialists

In volatile market environments, tune out the pundits and take a look in the mirror.

When the going has gotten tough, these stock, bond, and allocation funds have held up better than their peers.

A calmer market provides the ideal backdrop for a systematic checkup on your portfolio's risk factors.

Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.

Families must contend with competing challenges: steep glide paths and high inflation.

For goals that are close at hand, how do you balance loss aversion with return potential?

Rules of thumb won't cut it for this important question. How to customize based on your own situation.

By saving rather than spending their freed-up dollars and by avoiding lifestyle creep, investors at this life stage can make significant headway.

The 4% guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.

A combination of incremental, not revolutionary, changes can help bridge the gap.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

These forms can yield valuable intelligence about your portfolio's asset location and tax efficiency.

Morningstar's global ESG research leader on how sustainable investing has evolved and what comes next as it goes mainstream.

The data suggest you should focus on passively managed funds for the majority of your portfolio's international exposure, but it doesn't have to be an either/or choice.

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Our annual compilation of capital markets return assumptions, from BlackRock to Vanguard.

A leading blogger discusses some common misconceptions about the FIRE movement, as well as lifestyle and financial considerations for young retirees.

Unless you're in one of the highest tax brackets, the tax advantages might be smaller than you think.

Cash was a drag, but the most equity-heavy mutual fund and ETF retirement portfolios enjoyed a standout year.

As stocks soared, so did the equity-heavy Aggressive Mutual Fund and ETF portfolios.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.

Morningstar's columnist reflects on his decades of analyzing and writing about the mutual fund, retirement, and financial advice industries.

As the new year dawns, here's your plan to get financially fit, one job at a time.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Check up on your portfolio's health--and that of your whole plan--as the year winds down.

We highlight some of the most indelible moments from our newest podcast.

The best advice is often timeless.

On becoming a minimalist, focusing on the really important allocations, and talking about hard stuff.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Stop looking for investment alchemy; it's the boring stuff that really matters.

We highlight some of the most indelible moments from our newest podcast.

The active/passive debate doesn't have to be an either/or choice.

Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Experts offered insights on retirement planning, whether value stocks are due for a rebound, and what types of spending correlates with happiness in retirement.

A neuropsychologist discusses why clients don't do what their financial advisors tell them to do--and how advisors can improve upon that.

Large-cap strategies disappoint on the back of stock market volatility in late 2019.

A step-by-step guide to 'bucket maintenance' as the year winds down.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Restoring a portfolio to your target allocation has the potential to trigger a tax bill, but it doesn't have to.

A noted researcher and consumer advocate discusses why so many financial literacy efforts don't improve outcomes--and what they could do better.

Converting your savings to a paycheck in retirement is harder than you might think.

These low-cost ETF portfolios are designed to deliver potent asset-class exposures to ESG-conscious investors saving for retirement.

These in-retirement portfolios invest in ESG-friendly ETFs that should provide marketlike exposures.

These portfolios are composed of mutual funds with strong ESG and investing track records.

Anchored in actively managed funds, these portfolios were developed with serious ESG investors in mind.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.