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Special Report

The Morningstar Director of Education's Greatest Hits

Karen Wallace is leaving the company after more than two decades. Here are some of her most memorable insights.

After two decades at Morningstar, here are some of Karen Wallace's greatest hits:

How to Pick Stocks Like Warren Buffett 
Berkshire has traditionally benefited from being able to sniff out companies with moats, including these holdings.

What Does It Take to Have a $1 Million 401(k)?
Saving a considerable amount for retirement might not be as hard as you think.

How to Save Twice Your Salary by Age 35
We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery).

How to Turn Your Money Into Superdollars
Investors who start early have a huge head start toward saving enough for retirement.

What You Need to Know About Capital Gains Distributions
If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

Why You Should Fill Out the FAFSA (Even If You Think It's a Waste of Time)
The FAFSA for the 2022-23 school year is now available. Put it on your to-do list.

Should I Pay Off My Student Loans?
Is paying down your loans while payments are suspended the best use of your dollars?

How to Save More and Need Less for Retirement
Lifestyle upgrades add up and have consequences for your today and tomorrow.

What Is Direct Indexing?
We take a look at the pros and cons of this investing strategy.

5 Questions About Student Loan Forgiveness
We take a closer look at the numbers to determine the impact of canceling student loans at different levels on both individual households and the larger economy.

Before You Sell Anything in Your 401(k), Read This
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.

For Most College Savers, Prepaid 529 Plans Don't Make the Grade
Investment in prepaid 529 plans continues to decline, and in many cases it's not hard to see why.

What Are TIPS, and How Do They Help Protect Against Inflation?
A quick look at the benefits and risks of Treasury Inflation-Protected Securities, and the best way to invest in them.

Social Security Isn't 'Going Away'
Here's what you need to know about Social Security and your retirement plan, millennials and Gen Xers.

What Investors Should Know About the $26 Billion Opioid Settlement
We review potential impact on valuation for the four companies involved.

WatchBerkshire Hathaway is 'a stock-picker's conglomerate': Morningstar's Wallace
Morningstar director of investor education Karen Wallace joins Yahoo Finance's Berkshire Hathaway annual meeting preshow.