Investing Specialists

Dividend-growth strategies tend to hold up well on the downside--an important attraction in 2020's volatile market.

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

Annuities can offer valuable protection against outliving your assets, but they can also be high-cost and complicated. We dig into some pluses and minuses.

GMO’s head of asset allocation discusses value’s underperformance, why a 60/40 portfolio is apt to be a losing proposition after inflation, and what the market is missing about emerging-markets value.

Financial planner and retirement researcher Jonathan Guyton explains how to implement spending rules that fluctuate with the market--but not too much.

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

Bonds buoyed the moderate and conservative portfolios, but all of these equity-heavy portfolios were in the red at mid-year.

The manager of T. Rowe Price's target-date series discusses the firm's more stock-heavy allocations, how target-date funds keep investors in their seats, and the puzzle of retirement decumulation.

If your goal is to look out for your loved ones, consider tackling these estate-planning additional jobs.

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

High-quality bonds limited the mutual fund and ETF portfolios to modest losses in a tough first half.

A noted retirement specialist discusses the benefits and challenges of working longer, the virtues of Roth assets, and building retirement portfolios to last.

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

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

Treasuries have been effective ballast, but that's not certain to continue.

The retirement columnist and Social Security guru discusses the pandemic's implications for retirement planning and how to ensure Social Security's solvency into the future.

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

After the first-quarter market volatility, the time is right to see if any adjustments are in order.

The author and Washington Post columnist discusses the personal-finance effects of the pandemic, the racial wealth gap, and how the financial-services industry can better serve a diverse population.

How I learned to stop worrying and believe that these people are actually onto something.

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

An accomplished fixed-income investor on managing through the coronavirus, the economic outlook, and the state of muni credit.

What's the best way to get started in investing? Not with individual stocks, writes Christine Benz.

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

These companies achieve high Minority Empowerment Scores because they have demonstrated a strong commitment to diversity and inclusion.

The virtues of rebalancing are greater when you're retired than when you are accumulating.

A noted retirement researcher and financial planner discusses the benefits of Treasuries in retirement, putting guardrails around withdrawals, and why discretionary funds work.

Large-cap strategies disappoint on the back of stock market volatility at the end of 2019.

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

Hands-off investors are apt to find that it's time to rebalance not just to bonds from stocks but also to value from growth and to non-U.S from U.S.

With state and local budgets under pressure because of the coronavirus, taxes from these entities may become a front-burner issue if they're not already.

The Betterment founder and CEO on evolving beyond robo-advice, client behavior during the recent market swoon, and deterring harmful trading activity.

Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.

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

You diversify your investments; why wouldn’t you diversify how you source your in-retirement living expenses?

A leading voice in the 'financial independence, retire early' movement reflects on the path she’s taken to achieving a 'work optional' life.

Nine of the top 10 conviction purchases are undervalued.

There's a lot lining up in favor of IRA conversions right now, but watch out for unintended consequences.

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

The prolific author and investment consultant weighs in on whether indexing has gotten too large, Vanguard's foray into private equity, and the spots where active management might still work.

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

If the past few months have given you more time for introspection, use it to improve your financial plan in a big-picture way.

The prominent manager of BlackRock Global Allocation Fund addresses the COVID-19 pandemic's macroeconomic impacts and their implications for asset allocation and investing.

It hasn’t been much of an issue lately, but it’s still a long-term threat.

Several funds see value in industrials and financial services; Berkshire Hathaway sells airlines stock.

How you can help your loved ones get on the right track financially, even in a pandemic.

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

Waiting often makes sense, but your actual mileage may vary.

Want to get smarter about investing? Check out some of these books.

'The Sketch Guy' discusses the value of asking the right questions, how placing small bets is less daunting than setting goals, and finding 'enough.'