Financial Advisors
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Financial Advisor Topics
Investor Behavior
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Cody Garrett and Sean Mullaney: ‘For Most Americans, You’re Going to Pay Less Tax in Retirement’
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Jeremy Grantham: ‘Almost Everything Looks More Attractive Than the US Equity Market’
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3 ‘Bubbly’ Stocks to Avoid
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The Question Investors Should Ask Themselves Now
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Smart Investor: Yellow Flags For Memory Stocks, Bubble Orders, and Morningstar’s Fed Outlook
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GQG: Why We Are Still In An AI Stock Market Bubble
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Is the Breathtaking Runup in Memory Stocks Driven by Short-Term Thinking?
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Triple-Digit Club: A Wave of Stocks Have Seen Huge Gains in 2026
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‘Nothing Else Matters’ in Today’s Market, Says Strategist
Private Markets
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Private Capital Is Taking AI Chips Off the Table
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Blue Owl Capital: Fair Value Estimate Reduced on Continued Private Credit Concerns
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2026 Morningstar Investment Conference: From SpaceX to Safeguarding Retirement
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Will Danoff: ‘Be Very Careful of Unprofitable Companies’
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Morningstar Investment Conference: Don’t Think of Private Markets as Special
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Think You Might Not Pay That Incentive Fee? You Will
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Brian Moriarty and Jack Shannon: Putting Private Markets Funds Through Their Paces
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Semiliquid Funds: The Redemptions Made Headlines. These Are the Numbers That Matter Now
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The SpaceX IPO: How Index Funds Are Adapting
Financial Planning
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Your Retirement Countdown, With Christine Benz
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5 Things to Do Now to Retire in 3 to 5 Years
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Why I Object to ‘Hitting a Number’ for Retirement
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5 Things to Do Now to Retire in 10 Years
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Your Advisor Is Not Choosing Your Holdings, and That’s OK
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Kathleen Rehl: Helping Widows and the Advisors Who Serve Them
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Adam Grossman: Asset Allocation Is an Investor’s Best Defense
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4 Financial Tasks You Shouldn’t Put Off
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Ask the Analyst: How Can I Illustrate Our Financial Position to a Spouse Who Shows Little Interest?
More for Financial Advisors
Gen Z Invests Earlier Than Any Generation … and Also Scores Lowest on Financial Literacy
Gen Z is caught between low-cost index funds and wealth-destroying wagers. The hard part isn’t access to the right tools; it’s choosing them over products engineered to thrill.
Troubleshooting the 4 Biggest Shocks to Retirement Plans
How to safeguard your retirement plan.
IRA Transfers vs. Rollovers: The Rules That Can Cost You
Learn when to use a transfer or a rollover and how to avoid the IRS’ strict 12‑month rule.
Hear From Morningstar CEO Kunal Kapoor at MIC 2026
What matters most to investor success in the age of AI and burgeoning private markets.
Is a Client Who Fired Their Financial Advisor a Red Flag? What Advisors Should Know
What investment clients are seeking the next time around.
Your Advisor Is Not Choosing Your Holdings, and That’s OK
As model portfolio assets approach $1 trillion and ETFs overtake mutual funds, here’s what investors need to know.
As Fidelity Adds Target-Date Fund With Guaranteed Income, Here’s What You Should Watch For
BlackRock and Vanguard are other big players offering annuities. But this category may not be a good fit for every 401(k).
Why Short Covers Aren’t Always a Bullish Signal
New research shows why a short cover after profits is not the same thing as a short cover after losses.
5 Reasons the Morningstar Investment Conference 2026 Is a Must-Attend for Advisors
From artificial intelligence to navigating economic uncertainty, MIC 2026 delivers the tools, insights, and connections advisors need to stay competitive.
Active Versus Passive ETFs: Why Lower Fees Still Win
Active ETFs are growing in popularity, but costs and diversification still make passives hard to beat.
529 Plans Keep Getting Cheaper: 5 Key Takeaways From Our 2026 Study
Assets climbed to a record $550 billion, and the largest chunk is with the Big Three: Vanguard, Capital Group, and TIAA.
Machine Learning Can’t Pick Winning Funds. But It Can Help You Avoid Losers
A new study overturns claims that AI can generate positive alpha in mutual funds. Here are some practical takeaways for investors.
Advisors: 5 Ways You Can Reassure Clients in Volatile Markets
Clear plans, smart communication, and a focus on what truly matters will steady client confidence.
Why Stocks Sometimes Fall for No Obvious Reason
A look at the hidden role of private markets in public stock volatility.
How to Discuss Portfolio Diversification With Different Types of Clients
Portfolio diversification can seem abstract, but the conversation doesn’t have to be.
3 Big Questions to Ask Your Aging Parents
Talk to them about finances, estate planning, and living arrangements.
AI Isn’t the Boom, or the Bust, Many Expect. Here’s What That Means for Investors
A landmark 2026 survey offers a more grounded roadmap for investing in an AI-driven economy.
How to Build a Portfolio You Don’t Have to Babysit
These four steps can help you craft a (mostly) hands-off portfolio.
When a Baby Changes the Plan, Here’s How to Rethink Your Cash and Home Equity
Financial literacy can cushion the economic shock of an unplanned baby.
What’s Changing (and Not Changing) With the Morningstar Medalist Rating?
This week, Morningstar is simplifying its Medalist Rating.
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