If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.
Don't overlook these important considerations when selecting a donor-advised fund for charitable contributions.
A look at some of the pros and cons of these increasingly popular investment vehicles.
We explain what ETFs are, how to use them, and how to find the best ones.
Our enhanced Sustainability Rating helps investors better evaluate their funds' overall risk to ESG factors.
Taking advantage of tax benefits by investing in low-cost, smartly designed 529 plans can stretch your college savings dollars.
We refocused the Morningstar Analyst Rating around its most predictive elements and gave fees even more weight.
These five questions can help you figure out whether to invest in municipal bonds (and the best way to do it).
Weighing the pros and cons will help you choose the best option.
Cross this big to-do off your list of New Year's resolutions.
Plan sponsors are increasingly offering Roth 401(k) accounts alongside traditional 401(k) accounts.
Saving a considerable amount for retirement might not be as hard as you think.
Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
Here's a simple system to help you break down the choice.
The ins and outs (or rather, ups and downs) of the yield curve.
Here are some things you can do to safeguard your accounts.
We take a look at the valuations of six prominent IPOs.
We compare and contrast a few of the most common college-savings vehicles.
The FAFSA for the 2019-20 school year is now available. Put it on your to-do list.
If setting up a college savings account is on your to-do list, here are some tips for getting going.
Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.
The FAFSA for the 2019-20 school year is now available. Don't disregard it when planning how to pay for college.
Data shows that more parents are taking out loans for college funding. We take a look at the pros and cons of different funding sources.
Investment in prepaid 529 plans continues to decline, and in many cases it's not hard to see why.
Sonal Desai, chief investment officer of the Franklin Templeton fixed-income group, says fundamentals in global bond markets are strong.
The Oracle of Omaha might take an interest in these high-quality firms if Berkshire were nimble enough.
Consider setting up a living will and a durable power of attorney for healthcare.
Many times it lends helpful context, but not always.
Not the ideal scenario, but also not a deal breaker.
Life is full of surprises; not all of them are good.
Here are the pros and cons of using Roth IRAs for college savings.
Here's a crash course, with links to more in-depth analyst opinions and commentary.
If your income level is below certain thresholds, you may qualify for some of these tax-saving credits and deductions.
Get a better understanding of these popular college savings vehicles to help you maximize your investment.
It may be an unpleasant surprise, but a lower refund might not be a bad thing.
The combination of a higher standard deduction and new and enhanced credits should offset the repealed personal exemptions.
A tax deduction for the payer is no longer allowed, but the new tax laws may not apply to you.
The American Opportunity Tax Credit or the Lifetime Learning Credit: Which should you take?
Be sure you're making the most of your tax deductions.
How to figure out your rates, and which one matters more.
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
Yes, but the way it works has changed.
If you are unable to work as a result of an injury or illness, the last thing you need is serious money problems.
Self-directed investors should keep their risk tolerance in mind when choosing a 529 plan.
We walk through how to use Morningstar.com's tax analysis tools to determine if a fund is a good fit for a taxable account.