The mechanics are different post-financial crisis.
These stocks have sold off as they face various headwinds, but we think they're trading at attractive valuations.
For many readers, concerns about health and happiness outweigh money fears.
Be aware of the two components of alpha: cyclical and persistent, says Rayliant Global Advisors' Jason Hsu.
Panelists at the Morningstar ETF Conference offer explanations for why the low-volatility premium exists, and whether it can persist.
Drug pricing concerns have indiscriminately weighed on healthcare stocks; these names look undervalued.
Let's put a number on how much it could cost, and how much you might need to save.
We highlight a few of the cheapest stocks in the Morningstar Dividend Yield Focus Index.
A look at some newer ways to address the problem of student-loan debt.
We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.
Morningstar readers share their tips for finding the best deal on supplemental coverage, keeping healthy, and maximizing HSAs.
There are pros and cons to rolling over your retirement account when you leave a job; do some due diligence before you decide.
For some readers, gold is a necessary piece of the puzzle; for others, it's no better than iron pyrite.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
We'd love to own these stocks--if only they were cheaper.
We've added to the roster of attractively priced, competitively advantaged companies.
Morningstar readers offer their top picks for investment books.
Although stocks should play the leading role, some allocation to bonds can be beneficial.
Stocks eked out gains amid market volatility, Fed-watching, and steep valuations.
When markets sell off indiscriminately, we look for the highest-quality bargains.
We've updated our correlation matrices to see what asset class has best offset equity-market risk.
Panelists at the 2016 Morningstar Investment Conference discuss how the DOL's fiduciary rule may change the financial-services industry.
Three high-yield bond managers discuss the current state of the high-yield market and the role high yield should play in an investor's portfolio.
Morningstar readers offer graduates their best advice for securing their financial future.
Morningstar readers discuss how they decided to buy long-term care insurance and their contingency plans when a policy wasn’t an option.
Morningstar's Leo Acheson discusses how to evaluate 529 plans and identifies some industry best practices.
Small companies have been on a roll, but these stocks still look undervalued.
Morningstar's Investor Return metric shows how well mutual fund investors have timed their purchases and sales.
Morningstar readers discuss some of the lessons they’ve learned in the market.
These sturdy bond funds ply cautious strategies designed to minimize risk.
These international funds have solid records of downside protection and competitive long-term returns, too.
These funds won't keep you up at night if you're squeamish about exposing the bulk of your assets to the market.
While some readers say they'd only do it as a last resort, others have used the funds for home renovation, to buy new cars, or to pay for college.
We compare and contrast a few of the most common college-savings vehicles.
Whether you're just setting up a 401(k) or taking stock of an existing plan, use our checklist to ensure you're getting the most from it.
From investing cash to updating wills and trusts, readers share their financial to-do items.
Morningstar readers share their top reasons for cutting an investment loose.
They've had the wind at their backs over the short term, and their long-term prospects look bright, too.
A look at some of the pros and cons of these increasingly popular investment vehicles.
A desire to streamline and simplify as well as dampen volatility has prompted some Morningstar readers to make over their own portfolios.
Morningstar readers say they don't expect their financial situations will change too much, at least in the short term.
The mechanics will be different this time around.
Healthcare, precious metals, and real estate are popular accompaniments to more-traditional fare.
High potential capital gains exposure is sometimes, but not always, a red flag.
Family, health, and having the means to retire top the list.
The best sequence to tap your other assets will depend on your family's individual circumstances.
Readers tell us about their favorite dividend-paying stocks and income-focused mutual funds, ETFs, and closed-end funds.
A quick rundown of how the income produced by different investment types is treated at tax time.
Readers share their tips for maximizing the benefits of these tax-advantaged savings accounts.
Low inflation expectations and meager real yields have weighed down TIPS.