Introducing the Enhancements to Our 529 Plan Ratings
How we've modified our methodology for rating 529 plans.
Madeline Hume
Madeline Hume is a manager research analyst for Morningstar.
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Key Questions About 529 Plans During the Pandemic
Madeline Hume discusses how investors should react amid market volatility.
Why College Savers Should Stay the Course Through the Coronavirus
An uncertain future should not deter college savers from capturing 529 tax benefits today.
A Top-Rated Target-Date Series With Tactical Acumen
Although a manager change looms large, JPMorgan SmartRetirement Blend has responsibly planned for succession.
Is Guaranteed Income the Next Frontier for Target-Date Funds?
The SECURE Act opens the door for annuities in target-date funds.
Why Haven't Retirement-Income Funds Caught On?
Is Vanguard Managed Payout's makeover the end of an era?
When to Start Saving for College
What do college savers miss when they put off investing in a 529 plan?
College Savings Plans Get Graded
Learn which states' plans are excelling and which go to the back of the class.
Rating the Top 529 College Savings Plans
These best-in-class plans offer a combination of attractive features.
A Panoramic Look at 529s
We look at the college savings landscape in broad strokes and in fine detail.
Grading on a Curve: Leaders and Laggards in the Evolving 529 Market
As most 529 plans make improvements, plans that stay stagnant are falling behind.
These Funds Help Retirees Spend Down the Nest Egg
Multi-asset retirement income funds can be useful, but they're not all alike.
2 Balanced Funds That Take the Edge Off Volatility
Bronze-rated MFS Total Return and MFS Global Total Return both should deliver over time.
Stock-Picking, Low Fees Boost This World Allocation Fund
Silver-rated American Funds Capital Income Builder is still strong despite the recent slump in dividend paying stocks.