Investing Specialists

Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation.

The author and retirement expert discusses remote work during and after the pandemic, employment for midlife and older workers, and financial advice for women.

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

All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.

With more employers levying spousal surcharges, obtaining coverage on a single plan isn’t necessarily the most cost-effective for dual-earning couples.

The founder of the EarlyRetirementNow website and member of the FIRE community speaks about his experiences and thoughts on retiring early.

If you're signing up for employer-provided benefits, don't just re-up for last year's choices; read this first.

For high-income investors who are maxing out other tax-sheltered accounts, the high-deductible healthcare plan/HSA combo is close to a no-brainer.

Has the pandemic nudged you to consider readjusting your financial plan? Consider these tips.

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

Are this year's healthcare trends a short-term disruption, or will they continue to impact where our dollars go?

A leading financial advisor discusses her digital-only firm, their diverse population of clients, and how to make the advisory profession more inclusive.

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

For those who can't sit still, here are a few ideas to pursue that won't derail your long-term plan.

If you've decided to purchase an annuity, you'll also need to think through where to hold it, how much to annuitize, and when to make the buy.

The author and financial-wellness advisor discusses ‘funded contentment,’ financial education, and the behavioral finance behind it all.

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

Even savers whose assets exceed their healthcare outlays have some escape hatches.

Two Wellington Management portfolio managers discuss how they manage risk at Vanguard Wellesley Income, why they’ve taken a liking to busted growth stocks, and where they’re finding durable sources of income.

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

The Morningstar healthcare strategist discusses the latest on COVID-19, including virus forecasts and vaccine updates from the leading biotech and pharma companies.

Many of the highest-yielding names are undervalued today.

Not every retiree needs to gun for higher returns, but a conservative portfolio can court its own risks.

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

The retirement researcher and author discusses the benefits and challenges of working longer, the health of Social Security, and what longevity means for retirees' plans.

Follow these steps to benchmark how and where your plan falls short.

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

The skinny on Roth versus traditional contributions, early withdrawals, loans, and more.

Even if you earn your match in company shares, it doesn't mean you have to stick around.

Selecting your own investments? Here's what to know before you start.

The costs of participating in company retirement plans have come way down, but investors in small plans pay far more than large-plan investors.

Evaluating the best options for tax-efficient--and automatic--savings outside of a company retirement plan.

The 'White Coat Investor' discusses how high earners can avoid lifestyle creep and why a minimalist approach to investing is best.

Funds focus purchases in basic materials and consumer sectors.

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

We put that question to Social Security and retirement expert Mary Beth Franklin.

The longtime manager of FPA Crescent Fund talks balancing risk and reward in the COVID-era, why he's not holding even more cash, the case for Wells Fargo, and more.

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

Your personal experiences have likely had a big influence on how risk-averse or -tolerant you are.

Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.

Retirement researcher Wade Pfau discusses why low yields put this withdrawal rule at risk and what strategies retirees can use instead.

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

Use our template to document your retirement assets, strategy, and spending system.

To understand whether these complicated products might suit you, start with the goals you have for your money.

How volatile markets and concerns over the program's finances should affect claiming decisions for pre-retirees and early retirees.

The tax- and retirement-planning expert discusses SECURE and CARES Act implications for charitable giving and estate planning, the pause on RMDs, and why 2020 is shaping up as an ideal year for Roth conversions.

Several funds see value in basic materials and communication services

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more.

The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.