John Rekenthaler

The case for a balanced portfolio.

A history of asset allocation for retirees.

Will the skeptics at long last be vindicated?

Jack Bogle set the standard.

The common assumption might be false.

Overselling a bright idea.

Looking gift horses in their mouths.

Why they matter for taxable accounts.

How much do they differ?

It's time to revisit the precept of core and explore.

Buying the fund industry's winners sure beats the alternative.

There’s always a catch.

An observation, not a recommendation.

Viewing stocks through Morningstar's Ownership Lens.

The latest lawsuit against 401(k) plans.

Putting 2030 funds under the microscope.

Institutions today, individuals tomorrow?

The next evolution of the 401(k) system.

They can spend more from their nest eggs than first appears.

There is another way to reconcile how ETFs and mutual funds are taxed.

The latter is worse, but neither are helpful.

Bypassing the traps.

The class that high schools should teach.

The 30-day SEC yields for inflation-protected bond funds.

The curious case of target-date funds.

The marketplace has delivered its verdict.

There's a challenge from customized investments.

Eventually, ETFs will be the industry standard.

When to consider annuities rather than bonds.

For more than 30 years, the fund has delivered on all counts.

Rethinking 90-year-old regulations.

Probably not, from the performance charts, writes Rekenthaler in this article from the archives.

Measuring the effects of multiple expansion.

When investor communities, not institutions, drive security pricing.

The investment math is surprisingly messy

Wage disparity is only half the story.

Considering the future of a fund-industry flop.

The lesson learned by translating yesterday's dollars.

The outlook for bonds is clearer than that for stocks.

For most investors, ongoing expenses are much more important than transaction costs.

For the most part, the markets behaved in line with expectations.

The safest way to deliver that performance is through indexing.

Instinctively, they understand how to stretch their portfolios.

Should we be concerned about the financial markets' excesses?

Where the industry is headed.

Don't ignore the program's defaults.

Expect 7.5%.

Improving upon current practices.

Small isn't always beautiful.

At long last, indexing's detractors have a legitimate complaint.