A closer look at skyrocketing asset levels in target-date funds, plus the trend toward customized glide paths.
Inclusion in an index can boost a stock's market valuation, but whether this presents an opportunity for active investors is far less certain.
Ownership data provide a look at who else owns the company.
Correlation to stocks and bonds varies depending on the strategy used.
Most market orders trade at or near the quoted price, but watch out for these exceptions.
They're not yet 5 years old, but these offerings are off to promising starts.
Morningstar's assessment of fund and stock stewardship can help investors find companies run by those who have investors' best interests at heart.
More investors are turning to index-based investment vehicles, particularly in key categories.
As 2013 comes to a close, retirees need to mind their portfolios' interest-rate sensitivity, consider adding to inflation-fighting investments, and avoid behavioral traps following the bullish equity market.
Even Gold- and Silver-rated funds can have an off year.
You can transfer assets between prepaid 529s and 529 college-savings plans, but don't make a habit of it.
Asking children to fund at least part of their education and articulating your own expectations should be two key goals of the conversation, says consumer advocate Eleanor Blayney.
ETFs, open-end funds, and individual stocks provide exposure to the undervalued basic materials and energy sectors.
We dive into the process for adding companies and booting them from the iconic index.
Don't look abroad for fixed-income exposure without first considering these analyst-recommended offerings.
Morningstar experts give their outlooks for this beaten-down segment of the market.
Performance and diversification properties make them good supporting players for most portfolios.
Several analyst-approved names stand poised to take advantage if the market heads south.
Newer forms of currencies, such as gift cards, and big in-store promotions can make it difficult for children to attain a clear notion of money and saving, says consumer advocate Eleanor Blayney.
Many, but not all, brokerages offer dividend-reinvestment plans that charge no commissions.
Funds that held up better than their peers in 2008 soon may not compare as favorably, as five-year returns move forward.
What happens if you have to take money out of your college-savings plan for noncollege expenses? We've got the answer.
When the unthinkable occurs, the Securities Investor Protection Corporation steps in to help investors.
Make sure you know what all those credentials mean before seeking help with your finances.
There are factors aplenty to consider when choosing between a Roth IRA or 401(k) and a traditional IRA or 401(k).
These one-stop investment options provide convenience and quality at an attractive price.
Understanding the differences and similarities between these two popular indexing strategies can affect your portfolio planning.
Low turnover is among the factors that help these funds keep the tax bite in check for shareholders.
Our online tool can help you decide what stock/bond mix and saving rate work best for you.
The calendar will be some fund managers' best friend in the coming months.
Sometimes seen as a tool for day-traders, exchange-traded funds are well-suited to the needs of the buy-and-hold set, as well.
Women typically have fewer years in the workforce and live longer than men, so it's critical for them to be educated about saving for retirement as well as family finances, says TIAA-CREF's Sheila Gugliuzza.
Despite their shortcomings, these Neutral-rated funds have seen net inflows in recent years.
We're setting the record straight on the TR, PR, and NR designations.
Despite net outflows during the past half decade, these equity funds are still worthy of your consideration.
Oct. 21-22: Get your college-planning finances in check with our practical tips and takeaways. Plus, tune in for Morningstar's annual 529 plan ratings report.
Improvements across the 529 spectrum helped increased the medal count in our annual plan ratings, says Morningstar's Laura Lutton.
Many states offer tax credits or deductions based on 529 contributions, but savers should also consider whether the tax advantages are worth going with a specific state's plan.
Not all 529 plans are created equal, which is why it pays to examine a plan's portfolio construction, management style, pricing, and stewardship before investing.
Although several states have favorable options, savers should check the tax advantages of their own state's plans before putting money into an out-of-state vehicle.
With age-based and fixed-allocation options, and direct-sold and advisor-sold plans, college savers have a lot of choices, but it's often a gut-check decision as to what's right for them.
We tackle some common misconceptions about the popular college-savings vehicle.
Having multiple children entering college at the same time doesn't mean each shouldn't have his or her own 529 account.
Knowing financial aid rules is key given the rising cost of higher education.
Think you make too much for your child to get a need-based grant or a scholarship? Even families with six-figure incomes qualify at some schools.
College finance expert Jeffrey Hanson says many don't understand the impact college loans will have on their futures.
Options include cash gifts and funding a 529, but beware the financial aid impact.
UGMA/UTMA accounts offer tax advantages, but beware of pitfalls.
These policies are marketed as a safe way to invest for college, but beware the fine print.
What is the value of a college degree, and which fields will be most in demand in the years to come? Experts from Georgetown University's Center on Education and the Workforce weigh in.