Donor-advised funds, gifting appreciated stock, and qualified charitable distributions are just some of the options.
A case can be made for owning a dedicated factor fund, but a broad market index likely has at least some exposure to most factors.
With some planning and awareness, you can steer your retirement fund safely through times of inflation.
Here are some tips if you're thinking about giving appreciated stock, a Roth IRA, or good old-fashioned cash.
New research backs up the importance of diversifying your stock holdings.
Investors have come to expect investing to fit their personal lives and values, rather than the other way around, says Morningstar's CEO Kunal Kapoor.
Regulatory hurdles may prevent these companies from capitalizing on Biden's infrastructure push.
Chances are, it won't.
We think Polaris' high-quality brand can overcome near-term headwinds.
Consider your flexibility.
How you can make a change.
Some funds in the new world large-stock value category have really benefited from the change.
Here's how using debt snowball or debt avalanche can help you become debt-free.
If you’re just starting out, don’t wing it with your expenses.
Morningstar's CEO addresses how barriers to entry are melting away for investors.
Here's who has dipped into the crypto pool.
Lending a hand without breaking your bank.
Whatever your income level, it's time to start setting aside funds for an emergency.
Learn the latest in this approach to investing.
The impact of the coronavirus, taxes, cash, and succession planning are topics that we hope Warren Buffett will address on Saturday.
Taking money from your retirement fund is just as important as adding investments.
Here's our view ahead of its annual meeting.
Diversification strategies that worked in the past may not work in the future.
We explain why the stock market and the economy are not the same.
How does an investor extract a livable income stream from a retirement portfolio in such a low-yield environment?
Our key takeaways from the new Active/Passive Barometer.
Here's what to do to defend your retirement portfolio against inflation over time.
Why investors should consider guaranteed income as part of their retirement strategy.
Consider your ESG focus, goals and asset allocation, for starters.
Learn how they differ from mutual funds.
Amazon.com and ServiceNow are looking increasingly attractive.
Values-based investing is ultimately up to the investor.
What the shortest market crash in history can teach us about weathering volatility.
Comcast and Bank of America possess wide economic moats.
But the sector's current tailwinds are likely unsustainable, so investors should prioritize high-quality businesses with stable balance sheets.
These areas remain undervalued even though valuations for the overall healthcare sector look a bit high.
These wide-moat firms are currently undervalued.
These Morningstar Medalists are great building blocks for a portfolio focused on sustainable investing.
This is a great month to delve into your financial records and to create a master directory, which is perhaps your most important document.
Here are 4 things to keep in mind.
A primer to get you started.
The unique attributes of target-date blend funds are making them increasingly popular among managers and investors.
Ed Slott breaks down the acronyms and more.
Here are a couple of fund ideas in case your portfolio is light on that side of the style box.
Just because someone is wealthy enough to need an advisor does not mean that student loans aren't an issue.
Dodge toil and trouble by keeping an eye on your retirement date.
How is it different from analyses written by our analysts?
And how to make inflation "personal."