It's hard to go wrong giving the gift of cash, but make sure you brush up on the tax consequences.
We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.
Proven management teams inspire our confidence in these young funds.
These rules of thumb are helpful in determining what assets should go in what accounts.
Like our Ultimate Stock-Pickers series, we take a deep dive into the portfolios of Medalist ESG funds.
The proposed tax bill would allow 529 withdrawals for elementary and secondary school tuition; we consider some implications for investors.
These sectors are home to the greatest number of narrow- and wide-moat companies.
Rolling period returns can provide a fuller view of a fund's performance than you can get by looking at a single-period trailing return.
The most expensive U.S. stocks we cover aren't necessarily bad investments, but they feel a little rich today.
Whether you prefer higher-quality companies or more speculative fare, there's plenty of good ideas on our list.
Vanguard Charitable's donor-advised fund has low fees and topnotch underlying investment offerings, but donation minimums are higher.
There have been few changes since we first began issuing Morningstar Analyst Ratings for ETFs one year ago, but we've ramped up coverage dramatically.
We examine Schwab Charitable's ongoing fees and underlying investment offerings.
Enduring competitive advantages are promising for any company but particularly so for smaller companies with long growth runways.
We take a close look at the ongoing fees and underlying investment offerings of the largest donor-advised fund in the U.S.
For investors looking abroad, these high-quality stocks are selling at compelling valuations.
Take a look at Morningstar analysts' nine 'exponential technology' themes and some undervalued stocks poised to benefit from them.
The Boost Saving for College Act could entice more people to contribute to 529 plans.
These high-quality dividend payers are trading at discounts to our estimates of their fair value.
Some frequently asked questions and answers about these popular college-savings vehicles.
Use our checklist to ensure you're getting the most from a new or existing 401(k) plan.
It may seem like some funds are only for the mega rich, but many are accessible through more channels than you might think.
These fixed-income funds could be well positioned to outperform if investors abandon riskier assets in favor of higher-quality fare.
These funds could be well positioned to outperform when growth stocks take a back seat to steadier fare.
Taking too large a distribution from a college savings plan can have costly tax consequences.
These stocks are positioned to outperform their peers, and they also score well on environmental, social, and governance metrics.
Why some companies have multiple share classes and tickers, and considerations for investors when choosing among them.
Morningstar readers offer their investment book picks.
While there's no telling if their short-term momentum will continue, these stocks' long-term prospects look bright.
We found some bargains among stocks that have lost more than a fifth of their value in the past three months.
Don't get bogged down by too many options; setting up a 401(k) can be simpler than it seems.
We sifted through our consumer defensive coverage list for sturdy, competitively advantaged bargains.
We look at some of the highest-quality companies in the Morningstar US Dividend Growth Index, which looks for cash-rich businesses with sustainable and growing yields.
Even investors with plenty of assets for retirement still need to adjust to the reality of no longer getting a paycheck, says Michael Kitces.
With the second quarter in the books, our equity analysts name their best ideas in every sector.
Michael Kitces says increasing spending as income grows has a negative impact on savings.
Our analysts like Vanguard Total Bond Market Index, Fidelity Total Bond, and Dodge & Cox Income for downside protection and diversification.
Stericycle, Express Scripts, Allergan, and Disney have strong competitive advantages and are trading at a discount to our fair value estimates.
We take a closer look at the dividend payers we added to the index (and those we removed) in June.
Though it may not be signaling that a recession is imminent, the Fed should proceed with caution.
The Morningstar Wide Moat Focus Index scoops up some asset managers and jettisons some real estate stocks.
Overall inflation levels may be moderate, but readers say the rising costs of services, dining out, housing, and healthcare have strained their budgets.
For investors looking abroad, these moat-worthy stocks are selling at compelling valuations.
Investors continue to flock to index funds in droves, but they've kept the faith in some actively managed bond funds and a few strong-performing active equity strategies.
The cost of borrowing for college is rising along with the price of college itself. Here's what you need to know.
The reasons include investors' shifting preference for lower costs, the rise of target-date funds, and good ol' performance-chasing.
The VIX can tell you how uncertain financial markets are about the near future, but little more.
Options ranging from 529 plans, Coverdells, or Roth IRAs can differ in tax treatment, investment flexibility, and effect on financial aid eligibility.
A look at some newer ways to address the problem of student-loan debt.
Don't disregard the FAFSA when planning how to pay for college.