Rekenthaler Report

Viewing stocks through Morningstar's Ownership Lens.

The latest lawsuit against 401(k) plans.

Putting 2030 funds under the microscope.

Institutions today, individuals tomorrow?

The next evolution of the 401(k) system.

They can spend more from their nest eggs than first appears.

There is another way to reconcile how ETFs and mutual funds are taxed.

The latter is worse, but neither are helpful.

Bypassing the traps.

The class that high schools should teach.

The 30-day SEC yields for inflation-protected bond funds.

The curious case of target-date funds.

The marketplace has delivered its verdict.

There's a challenge from customized investments.

Eventually, ETFs will be the industry standard.

When to consider annuities rather than bonds.

For more than 30 years, the fund has delivered on all counts.

Rethinking 90-year-old regulations.

Probably not, from the performance charts, writes Rekenthaler in this article from the archives.

Measuring the effects of multiple expansion.

When investor communities, not institutions, drive security pricing.

The investment math is surprisingly messy

Wage disparity is only half the story.

Considering the future of a fund-industry flop.

The lesson learned by translating yesterday's dollars.

The outlook for bonds is clearer than that for stocks.

For most investors, ongoing expenses are much more important than transaction costs.

For the most part, the markets behaved in line with expectations.

The safest way to deliver that performance is through indexing.

Instinctively, they understand how to stretch their portfolios.

Should we be concerned about the financial markets' excesses?

Where the industry is headed.

Don't ignore the program's defaults.

Expect 7.5%.

Improving upon current practices.

Small isn't always beautiful.

At long last, indexing's detractors have a legitimate complaint.

You're either born a growth-stock investor, or you're not, in this column from the archives.

From institutions to individual investors.

The odds favor equities.

Three professors claim that such funds dupe inattentive shareholders.

Today's retirees will have difficulty continuing a long and happy trend.

Assessing the current proposals before Congress.

A genius to admire but not emulate.

The odds favor Goliath.

The math doesn't support the argument.

The reasons are not entirely nefarious.

Unlike the children of Lake Wobegon, most companies are below average.

Half the reason is legal, the other half is practical.

The leading funds have compensated for the group’s overall struggles