Calculating required minimum distributions is relatively straightforward, but beware of complications.
In a notoriously volatile arena, these quality funds offer lower risk than their peers.
We look at how investor return exceeds total return for these highly rated funds, in part three of our series examining these two metrics.
Tax rules allow a giver to contribute up to $65,000 to an individual’s college savings account in a single year without incurring tax consequences.
This week we look at foreign-stock funds and taxable-bond funds with investor returns that lag their total returns.
More seniors are remaining in the workforce, but saving remains an essential safeguard against unforeseen circumstances.
Data show investors pile into and out of funds at the wrong times, and their returns suffer for it.
This asset class has its own share of drawbacks, and new federal regulations add uncertainty.
These funds offer good managers backed by strong research teams.
The insurance company's financial rating and your state's guaranty limits are among considerations to make when buying.
Worthy bond funds come in all shapes and sizes, as these smaller picks show.
Knowing whether your fund uses a 'to' or 'through' glide path may affect how you invest.
These managers play by their own rules in their quest to outperform the market.
Some index funds and ETFs tend to outperform their peers for a handful of reasons.
There's little question that these names are a buy.
Premium users can find helpful stock data from the past using these site tricks.
Using unconventional approaches, these funds have beaten a flat market during the past five years.
Putting all your student debt in one basket is primarily a convenience, but it could end up costing you money.
World-stock funds offer one-stop diversification with the leeway to shift in and out of trouble spots.
Monthly savings shouldn't be the only consideration in determining whether to take advantage of today's rock-bottom rates.
Our screen of 5-star foreign stocks with competitive advantages includes some of the continent's bigger names.
Each measure plays a key role in helping bond investors evaluate interest-rate risk, but duration is the more complex of the two.
For those afraid the market will take a turn for the worse, we offer a selection of Gold- and Silver-rated stock funds that have beaten their peers during downturns.
Morningstar.com rating lets you size up the competitive advantages of a fund's portfolio of stocks.
Some managers will gladly keep assets out of the market as part of a broader strategy.
Securities lending to short-sellers and others can help mutual funds lower expenses, but it's not without risk.
College finance expert Jeffrey Hanson says many don't understand the impact college loans will have on their futures.
Morningstar.com readers share their thoughts on which actions mean it's time to dump a stock.
Despite high fees, these names still manage to beat their peers.
Under margin account rules, brokerages may loan out customer shares to cover other customers' short sales.
Sometimes funds in traditional core areas are better used as supporting players.
Small differences in expense ratios can mean big bucks down the road.
Wharton professor Olivia Mitchell says the aging of the baby boom generation is reshaping the workplace and society.
Some fund managers can't resist ample helpings of Berkshire Hathaway for their portfolios.
Morningstar analysts take into account multiple factors in determining a company's intrinsic worth.
Financial aid expert Mark Kantrowitz discusses the importance of prioritizing federal loans over private lenders and offers guidelines for reducing future student debt.
Bargain-seekers might want to consider the energy and financial-services sectors along with the large-value category.
Whether giving money for a down payment or providing a loan, make sure you know the rules when helping kids buy a home.
With the right manager picking the right stocks, funds with fewer holdings can be winners.
Various indexing methodologies offer different strengths and weaknesses you should keep in mind.
Smaller funds have a sizable advantage over their large counterparts when it comes to changing direction.
Investing in funds based in other countries carries with it a variety of pitfalls.
A recent study on twins sheds light on the role genetics play in shaping our investing habits.
Nonsector funds can help boost a beaten-down asset class' share of your portfolio.
Knowing financial aid rules is key given the rising cost of higher education.
Adding these funds to your retirement account lets you reap the benefits without adding to your tax bill.
When the unthinkable occurs, the Securities Investor Protection Corporation steps in to help investors.
Diversification isn't just for stock investors.
Real estate investment trusts, once seen as a key diversifying asset class, have recently moved more like other equities.
The value-stock guru David Dreman talks about his new book, lessons learned, and what he sees in today's market.