Leo Acheson
Leo Acheson, CFA, is director, multi-asset ratings, global manager research.
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Manager Departure at Goldman Sachs Satellite Strategies
Our Favorite Model Portfolios for Advisors
We've doubled our coverage of model portfolios. These are our top picks.
This Fund Manager Is Among the Greats
T. Rowe Price Capital Appreciation's David Giroux has done a masterful job.
You're Using Your HSA All Wrong
Investing your HSA assets is really the way to maximize the tax benefits.
The Top HSA Providers of 2020
Fidelity continues to stand out as the best HSA for investing and for spending.
Seven Top-Rated Allocation Funds Worth a Look Amidst a Backdrop of Market Uncertainty
Diversification is the best defense against the unknown.
How Target-Date Funds Fared Amidst the Coronavirus Sell-Off
Results met expectations and improved since the last bear market, though outcomes diverged for near-retirees.
A Standout Choice for Hands-Off Investors
The Fidelity Freedom Funds feature a strong team, a thoughtful approach, and an attractive collection of underlying strategies.
5 Costs to Keep in Mind When Picking an HSA
Layers of explicit and implicit costs make HSA expenses tough to evaluate.
Why Fidelity Is Our Favorite HSA in 2 Charts
Whether you're spending or investing your HSA, Fidelity rises to the top.
The Best Health Savings Account
Fidelity's plan takes the top spot on our list, whether you're using it as a savings or an investing vehicle.
Our 2019 Rankings of 11 Top HSA Providers
Fidelity emerges as a clear winner in our checkup on health savings accounts.
Ceasing Coverage of Driehaus Active Income
Ceasing Coverage of Boston Partners Long/Short Equity
Ceasing Coverage of WCM Alternatives Event-Driven
Time to Revisit Your Home Country Bias
Foreign equities are currently trading near their largest discounts to U.S. stocks seen over the past 15 years.
A Set-It-and-Forget-It Target-Date Series From Vanguard
Vanguard's Target-Date Retirement Series derisks over time, diversifies, and features low fees.
An Upcoming Manager Retirement at American Funds American Balanced Does Not Change Our View
An Upcoming Manager Retirement at American Funds Income Fund of America Does Not Change Our View
Manager and Glide-Path Changes Don't Tarnish the JPMorgan SmartRetirement Target-Date Series
A Fine Balanced Fund Choice From T. Rowe Price
Silver-rated T. Rowe Price Retirement Balanced benefits from multiple layers of proven managers and low fees.
The Best HSA Plans for Spending
Spending your HSA on current medical costs? Two plans stand out.
Key Takeaways From Our 2018 Checkup on HSA Plans
We assessed 10 of the largest HSA plans; a few are healthy, but most need attention.
Our Top HSA Pick: One Plan That Does It All
The HSA Authority works best for those who use the plans as spending and as savings vehicles.
Morningstar Names the Best 529 College Savings Plans for 2018
Two upgrades and nine downgrades highlight this year's ratings.
Manning & Napier World Opportunities Merging Into Manning & Napier Overseas
Westwood Income Opportunity Is Under Review Because of an Upcoming Manager Departure
American Funds American Balanced Adds an Equity Subsidiary and a Manager
Salient Select Income's Morningstar Analyst Rating Remains Negative Despite a Recent Fee Waiver
Fidelity Advisor Freedom Target-Date Series Updates Strategic Asset Allocation
Fidelity Freedom Target-Date Series Updates Strategic Asset Allocation
Fidelity Freedom Index Target-Date Series Updates Strategic Asset Allocation, Trims Fees
Lester: The 3 Biggest Risks Retirees Face
Anne Lester, manager of JPMorgan's SmartRetirement Target-Date series, discusses increased flows to passive strategies in the target-date space and the firm's research on decumulation strategies.
This Big Balanced Fund Is Getting Better
Silver-rated American Funds American Balanced is a giant among allocation funds—and recent improvements on the fixed-income front further boost our confidence.
T. Rowe Price Capital Appreciation Replaces Its Associate Portfolio Manager
The Allocation Fund Investors Wish They Owned
Morningstar's 2017 Allocation Fund Manager of the Year David Giroux has amassed a tremendous record at the closed, Gold-rated T. Rowe Price Capital Appreciation.
Giroux: How I Outperformed in 2017
David Giroux credits good healthcare stock selection, an energy underweight, and a bet on tax reform for T. Rowe Price Capital Appreciation's strong 2017.
Giroux Is Bullish on These 3 Stocks
Overall, T. Rowe Price Capital Appreciation manager David Giroux has a conservative positions, but he thinks these three stocks look compelling today.
JPMorgan SmartRetirement's Managers Nominated for Allocation/Alternatives Fund Manager of the Year
T. Rowe Price Capital Appreciation Nominated for Allocation/Alternatives Fund Manager of the Year
2 Strong Multi-Asset Income Funds
JPMorgan Income Builder and Berwyn Income, both rated Bronze, have distinct approaches.
HSAs: Room for Improvement
Providers of health savings accounts need to up their game, according to our study.
Three 529 Plans Suffer Downgrades in 2017
With broad improvements across the 529 industry, plans that stand still fall behind.
Morningstar Names Best 529 College Savings Plans for 2017
Thirty-four plans are Morningstar Medalists, and two receive Negative ratings.
6 Upgrades, 3 Downgrades in Our New 529 Plan Ratings
Our annual ratings of college savings plans show the industry continues to build upon improvements.
4 Health Savings Accounts With Low Fees
Look out for three common HSA expenses: underlying fund fees, maintenance fees, and investment fees.
The Best HSAs for Investing
We size up health savings accounts' menu design, underlying investments, and total cost of investing.
4 HSAs With the Best Investment Menu Designs
Diversification with minimal overlap is the best recipe for HSA investment menus.