Investing Specialists

Are you a hoarder when it comes to financial documents? Here's how to get them under control.

These six steps can help you take back control in uncertain times.

The Research Affiliates founder thinks "value" is cheap, sees shades of the 2000 tech bubble in today's market, and takes issue with multifactor investing, among other matters.

Several funds dive into undervalued energy, industrials, and technology stocks.

For pre-retirees and retirees, the risk of standing pat with a too-heavy portfolio mix outweighs the downside of exiting stocks too early.

We recap the week on Morningstar.com and note the most popular stocks, funds, and ETFs.

This valuable document can help you see what you own, and serves as a crucial estate planning tool, too.

Guess what? Small positions often contribute the lion's share of the angst.

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

The nationally recognized expert on retirement and aging discusses the state of retirement readiness in the U.S. and how reducing choice could improve success rates.