Index Investing in America
Tocqueville told us why it would take root in a democracy
Big Picture
Our take on market moves and the view from 30,000 feet.
Latest
Default Investments: Understanding Performance Differences
What to watch for when comparing target-date funds and managed accounts
Small-Employer Retirement Plans Offer Big Challenges
How a reliance on employers has created a fractured retirement system
The Wall Street Journal’s Statistical Fog
4 Takeaways from the Mid-Year 2017 Active/Passive Barometer
Morningstar's review of the performance of actively managed funds
Fund Closures: The Cause and Effect
How fund closure can impact an investment strategy
The Mutual Fund Industry Keeps Creating Mazes
Investors seek simplicity, not complexity, with mutual funds
How HSAs Fit Into Healthcare Reform
HSAs featured prominently in recent healthcare reform efforts
What Are the Effects of Fund Manager Changes?
Investors should think twice about acting on a fund management change
Our Analysis: Why the Cost of Retirement Keeps Rising
Morningstar Investment Management’s research on what’s driving the trend and what to do about it
