Think liquid holdings aren't worth talking about given today's low interest rates? Some beg to differ.
Consider employer matches and potential returns for retirement savings along with student loan interest rates to find the right balance, says David Blanchett of Morningstar Investment Management.
Rules aimed at preventing families from sheltering assets affect how much young investors pay.
Readers cite lower costs, lower investment minimums, access to sectors among reasons they've turned to exchange-traded funds.
Constrained labor force and productivity growth will add up to only 2% real growth for the U.S. economy over the long term, says J.P. Morgan's David Kelly.
Short-term bond funds offer better rates than many money markets but also may carry higher risk.
Morningstar.com readers offer tips on how financial-services firms can up their game.
Making extra payments, living at home, and working extra hours are among the ways recent grads can get out of debt sooner.
Readers offer a plethora of innovative ideas to help your child get a college degree for less.
Standard deviation and downside capture ratio provide similar but not identical insights into fund performance.
Extra income, a sense of purpose, and social connections are just some of the reasons retirees give for staying in the labor force.
Two financial-industry experts discuss what investors can do to protect themselves and their assets, plus what firms are doing to help fight the problem.
This high-income vehicle warrants close scrutiny given interest-rate uncertainty.
What happens when spouses disagree on how to invest or one lacks any interest? Readers share their stories.
We set the record straight on some options-trading terminology.
Readers share their biggest pet peeves when it comes to financial-industry speak.
Some key fund metrics measure performance within a category, but don't lose sight of the bigger picture.
New Treasury Department rules firm up the usage of longevity annuities within IRAs, but retirement investors need to weigh the pros and cons of adding these contracts to their portfolios.
From picking the right health coverage and choosing the right providers to eating right and exercising, readers share a wide range of ideas.
Your current health, geography, and gender all play a role--plus why longevity may cost you.
Parents can help their college-age children monitor spending habits, avoid identity theft, and learn from their money mistakes.
Standout offerings provide diversification, good management, and quality underlying holdings.
A dozen states still offer them, but some became casualties of tuition inflation and market conditions.
Bargains are hard to find in a market hovering just above fairly valued levels, but new data may provide some clues.
We clear up terms such as margin of safety, risk-free rate of return, and sensitive stocks.
A handful of quality small-cap funds have shone brighter than their peers when the market has tumbled.
We offer a quick guide to what's included in some of the most widely tracked benchmarks.
When stocks have dropped, these funds tend to outperform most equity funds.
Easing into a bond position may make sense given interest-rate fears.
This week: The June jobs report keeps the Fed on track, the Dow hits a milestone, and a story is developing in South America--not related to the World Cup.
Understanding the tax rules and keeping track of expenses are key parts of the process.
Readers reveal what they keep in their third buckets, including conservatively run funds, dividend-paying stocks, and real estate.
Investors who want to keep costs down while still enjoying active management can choose from these analyst-approved offerings.
In investing, uncertainty takes many forms. Here's your guide to understanding some of the most important ones.
Gross posits the New Neutral, Hasenstab likes emerging-markets bonds, international stocks have blurred lines, strategic beta remains up for debate, and more.
Researchers found that 401(k) loans are more prevalent than you might think and that plan rules can dictate behavior.
Morningstar experts discuss how they're taking on one of the biggest financial challenges families face today.
Price, process, and index variations all come into play.
In part three of our series, we examine how some of the biggest overseas large-cap funds stack up on the 'active share' measure.
The rate at which yields rise with maturities can be a key issue for bond investors.
How do performance and fund size factor into the equation? We ran the numbers.
When building a portfolio using broadly diversified ETFs from Vanguard or other shops, consider costs and allocation.
A rocky market, low interest rates, and the challenge of changing lifestyles were some of readers' biggest negative surprises in retirement.
Traditional mutual funds tend to outperform 529 plans, but tax incentives and high-quality investments can offset the college-savings vehicles' lagging returns.
We put to the test the most asset-heavy actively managed large-cap funds and found a few surprises.
A rise in rates could hurt the bond portion of your college-savings portfolio, but don't lose perspective.
Families seeking need-based aid for college must be mindful of what does and does not count against aid and how student- and parent-owned assets affect the loan payout.
These medalists have produced peer-beating performance while keeping downside volatility in check.
Whether portfolio moves are temporary or long-term can help clarify the issue.
A handful of intermediate-bond funds are among the best in their category while having lower sensitivity to rate movements.