Financial Advisors
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Financial Advisor Topics
Investor Behavior
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Erin Moriarity: My Dad Lost About $1.5 Million on Bad Investments. Here’s How to Avoid His Mistakes
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Markets Brief: Are We in an Earnings Bubble?
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Jeff Ptak: The Simple Secret to Becoming a Better Investor
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How Much Can You Safely Withdraw If You Retire Early?
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Worried About a Stock Market Bubble? Here Are 5 Ways to Stay Invested
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The Investing Risks Recent History May Be Hiding
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Andy Clarke and Nelson Wicas: Index Funds Aren’t Really Passive, and Other Lessons for Building a Better Portfolio
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Brett Arends: Worried About Outliving Your Money? There’s an Answer
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Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
Private Markets
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Your Nontraded REIT Pays You Regularly, but Is Your Money Trapped?
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Morningstar DBRS: Rising Rates to Hit Private Corporate Credit First and Hardest
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Why the Fed Rate Hike Spells Bad News for Private Equity Exits
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New Enhancements for Morningstar’s Semiliquid Fund Medalist Ratings
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Jeff Ptak: The Simple Secret to Becoming a Better Investor
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Markets Brief: Goldilocks for Stocks vs. the Bond Market, Private Credit Exodus Continues
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Demystifying Semiliquid Fund Fees
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A Growing Risk in Private Credit and How to Assess It
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Direct Real Estate Funds Are Making a Comeback
Financial Planning
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Ask the Analyst, With Amy Arnott
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Aging and Death in America: ‘I Basically Want to Burn It All Down and Restart’
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If a Parent Won’t Move, You Might Have to Let Them ‘Fail at Home’
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Helping With Your Parents’ Finances? Think Twice Before Joining Their Bank Account
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Elliott Appel: Caring for My Father Put My Life on Pause for 7 Years. Here’s What I Learned
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Retirement Planning for Real Life, With Christine Benz
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Retirement Planning for Couples Without Children
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Retirement Planning After Losing a Spouse
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What Advisors Learn From Clients Who Leave Other Firms
More for Financial Advisors
How Much Can You Safely Withdraw If You Retire Early?
Your retirement time horizon is a big factor, but Social Security, future employment, and changes in spending also matter.
A Better Way to Predict Long-Term Stock Returns
A value-weighted version of the CAPE ratio corrects a structural flaw and delivers stronger forecasts of long-term stock returns.
A Growing Risk in Private Credit and How to Assess It
What private credit fund investors should know about payment-in-kind.
What’s a Safe Withdrawal Rate After You’ve Already Retired?
Your remaining time horizon can help determine whether you’re spending too much—or too little.
Victory Capital Makes Its Biggest Bet Yet
Its proposed acquisition of First Eagle furthers its trillion-dollar ambitions.
Factor Investing Is Very Much Alive
The narrative says factor premiums have been arbitraged away. The performance of an AQR fund suggests a more nuanced reality.
7 Ways Financial Advisors Can Communicate Value and Build Stronger Client Relationships
Clear communication turns expertise into client trust.
The Index Fund Turns 50: How Jack Bogle Changed Investing Forever
Vanguard’s pioneering S&P 500 fund was once mocked as ‘Bogle’s folly.’
Your 7-Figure Retirement Fund Might Not Stretch As Far As You Think. Here’s How to Change That
A million-dollar portfolio no longer guarantees financial freedom. These 8 financial do’s and don’ts will help retirees protect their hard-earned nest egg.
What Doubters Get Wrong About the 60/40 Portfolio
Why stock and bond correlations don’t tell the whole story.
Passive Investing Is Driving the Decline of Active Fund Alpha. Here’s What That Means for Investors
New research suggests that flows into index funds and ETFs are creating structural headwinds for active managers.
What 7 Key Market Indicators Are Telling Investors Right Now
Gold and bitcoin have retreated from recent highs, but most major market indicators still sit above long-term averages.
What Advisors Learn From Clients Who Leave Other Firms
Clients want communication, comprehensive advice, and a relationship that inspires confidence.
Private Markets Have a Diversification Problem. Can CFOs Help Investors Manage Risk?
Collateralized fund obligations may offer a more efficient way to reshape private market risk.
Is the Equity Risk Premium Dead?
Predictions about lower stock returns are making headlines, but investors are better served by disciplined rebalancing than by trying to forecast the market.
How to Build Wealth That Lasts Beyond You and Avoid the ‘Expertise Trap’
Your expertise helped create your wealth. These five strategies can help ensure it continues supporting your family for generations.
What Risk Are Investors Actually Being Compensated to Bear? The Answer Isn’t Volatility
New research finds that extreme downside shocks to future consumption drive the equity risk premium. Those who cannot tolerate the discomfort are the ones who pay for it.
Winners and Losers Among Stock Funds During Q2 2026
Semiconductors, emerging markets, and small-caps led the rebound, while software and energy struggled to keep pace.
2026 Morningstar Investment Conference: From SpaceX to Safeguarding Retirement
Experts at the annual MIC dug beneath the headlines to help investors stay grounded.
The Question Investors Should Ask Themselves Now
A timeless query for uncertain times and other insights from Morningstar’s recent investment conference.
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