Megan Pacholok

Here's a primer.

We recently upgraded the firm's target-date series. Here's why we like it.

Only one series earned an upgrade to the coveted Gold-medalist ranking this year.

This target-date series offers the best of both worlds.

This remains a first-class target-date series.

Here's why target date funds can be excellent choices for an IRA.

The fabulous 27 female managers.

Three Morningstar Medalist target-date fund managers shared their insights into how to build portfolios today for long-term success.

Fidelity and American Funds dominate, while Vanguard sees a seismic shift to its CITs.

We cover the basics of health savings accounts.

This HSA earns the top spot for those who want to use their accounts as investment vehicles.

These HSAs earn our top spending account rankings this year.

Fidelity stands above the rest during our annual HSA checkup.

What looking at a fund's "slugging percentage" can tell you.

We've developed a slugging percentage for U.S. equity funds.

Here are some highlights from June.

Some states offer a tax benefit that outweighs their plan's investment fees, tempting investors to stay close to home.

The unique attributes of target-date blend funds are making them increasingly popular among managers and investors.

Don’t let the solution for more income be worse than the problem.

For some college savers, state tax incentives might outweigh their investment fees.

We examine the incentives that college savers have to stay in-state.

Long duration is the "Sharpe" choice for aggressively positioned portfolios.