Investing Specialists

Better tax treatment, low yields argue for using a taxable account instead.

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

The Fidelity Sustainable Asian Equity manager talks investing amid turmoil in China, the state of the Asian supply chain, ESG’s role in the investment process, and more.

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

The essential first step for retirement portfolio planning: finding the right stock/bond mix.

Determining if you're on track to retire can be more manageable if you break it into smaller steps.

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.

An IPS helps transition your investment collection to an investment plan.

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

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

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

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.

The financial blogger and Ritholtz director of investor education discusses direct indexing, retirement income, and his go-to resources for perspective on the markets and personal finance.

In praise of what can't be measured.

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.

The author and financial expert discusses the racial wealth and homeownership gap, college debt, and how she paid off her own debt.

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

Four ideas for streamlining your holdings and reducing your oversight obligations.

A researcher and psychology professor discusses the challenge of getting people to empathize with their future selves and the implications for financial and retirement planning.

A majority of the top 10 dividend-yielding names are undervalued.

The 'mega-backdoor Roth IRA' is on the chopping block, too, but neither is a done deal.

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.

Americans don't just need to work longer, they need to work differently, according to a noted longevity researcher.

A single asset threshold seems appealing, but it may provide a false sense of security.

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

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

Funds see value in a diverse range of sectors.

The author, podcast host, and CIO of Cambria Investment Management discusses current market valuations, trend-following, and how history can make you a better investor.

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

Navigating the care maze can be overwhelming; understanding the lingo can help.

The psychologist and author discusses making big financial decisions in times of emotional extremes, how risk-taking can affect asset allocation, and his thoughts on just-in-time education.

While you shouldn't pay for insurance you don't need, long-term-care and umbrella policies may make sense for some.

'Estate planning' evokes complexity and high costs. What you need to know to get it done.

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

Spending your nest egg carefully is just as important as building it.

Document and share your wishes for end-of-life care, the care of your pets, the disposition of your tangible assets, and more.

The author and financial expert discusses what target-date funds get wrong, how investors should navigate the low-yield environment, and whether active management can add value.

Several funds see value in technology, energy, and communication services.

Spending your nest egg carefully is just as important as building it.

Income-replacement rates are a convention whose time has come--and gone.

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

If you have a permanent life insurance policy or annuity, you may be able to trade it for long-term care coverage.

The risk-management expert and author discusses the differences between risk tolerance and risk capacity, how market cycles impact risk, and how to keep things simple by being 'pre-armed.'

Tax-friendly ideas for small, medium, and supersize givers.

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

Counterintuitively, vehicles offering tax-free withdrawals aren't always the best for long-term-care savings.

The director of behavioral science at Morningstar discusses the value of smart shortcuts, why social media makes people feel bad about themselves, and how the pandemic changed how Americans save and spend.

The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.