Christine Benz helps investors check their progress, assess allocations, uncover portfolio gaps and overlap, and upgrade their holdings. Plus: A special Portfolio Makeover Week webcast.
Delve into Warren Buffett’s investment strategy.
Here’s how to build a portfolio that fits your sustainability goals and interests, such as climate change.
How the ‘wants versus needs’ trope fails, and what to do instead.
The 8.7% cost-of-living adjustment next year is historic, but more needs to be done to improve retirement security.
Taking the global perspective.
As their retirement date draws close, a married couple seeks a second opinion on their portfolio, their plan, and their anticipated in-retirement spending.
As part of our annual Portfolio Makeover series, we help a midcareer couple optimize their retirement portfolio to emphasize ESG.
Watch Christine Benz’s webcast on Nov. 9 at noon Central time.
A 72-year-old retired engineer seeks a review of her withdrawal rate and her portfolio positioning.
A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.
Valuations of parent company ByteDance don’t match market reality.
With bond yields at their best levels in years, a look at what some Morningstar Medalist funds have to offer investors.
This top-rated bond fund has outperformed most others during the past decade. Here’s how.
Trends for identifying and managing overlooked exchange-rate risk in domestic funds.
A look at how the trends over the past 12 months have affected Fidelity, Vanguard, and more.
These above-average teams make up for weakness in other areas.
These companies with Morningstar Economic Moat Ratings of wide and narrow are popular with income investors.
There will be competition for the narrow-moat entertainment company.
We trimmed our fair value estimates on these stocks, but we think they remain compelling ideas for long-term investors.
3 Lessons for investors from Elon Musk’s bid and the Twitter soap opera.
These stocks in the Morningstar Dividend Yield Focus Index look undervalued today.
While near-term pressures weigh on these stocks, analysts think they have major upside.
Morningstar Investment Management’s Marta Norton lays out the changing calculus for investing across the markets.
We see several buying opportunities but also some warning signs.
One step backward, two steps forward?
Capital gains distributions are coming, but clients can avoid them.
Advisor Zaneilia Harris offers her own experiences to gain clients’ trust.
As COP27 discussions start, expect asset managers to consider climate and water-related risks in tandem.
Although demonized, ESG and sustainable investing will survive the backlash.
Investors could soon have access to more information about how investment managers incorporate sustainability considerations.
Software stocks slump as investors wrestle with Fed outlook.
Award winning author of ‘The Psychology of Money,’ Morgan Housel, discusses how ‘money is a window into how people think about risk, reward, greed, and fear.’
A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.
Both companies are facing macroeconomic pressures. But one of these stocks is still attractive today.
Crypto has experienced blowups before, but none have rocked confidence in the markets quite like this.
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The author or authors do not own shares in any securities mentioned in this article. Find out about Morningstar’s editorial policies.