How the Morningstar Rating for funds, the Morningstar Analyst Rating, and the Morningstar Quantitative Rating for funds have predicted performance.
The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.
The financial planning expert discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.
The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.
Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.
Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.
Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.
Our global manager researchers share their must-reads, -watches, and -listens for 2022.
Sequence-of-returns risk can leave even the best-laid retirement plans in tatters. Here’s what to do about it.
A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.
The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.
The author and founder of Alpha Architect on market efficiency, trend-following, and investor behavior.
A financial planner and financial planning professor on the value of mentors at every life stage, the evolution of financial advice, and what works in financial education.
A financial planner discusses how the hourly model for financial advice serves clients who are shut out of traditional advice models.
A financial planner and podcaster on what the current market environment means for retirement portfolio planning and the key contributors to success later in life.
The best-selling author on what makes financial paradoxes interesting, why stories are the best way to teach about money, what constitutes financial freedom, and more.
The hosts of the rich & REGULAR podcast discuss their journey toward financial independence, the racial wealth gap, and getting off the social-media treadmill.
The CNBC senior markets correspondent discusses his biggest investing mistakes, the media’s role in market bubbles, and the challenge of finding an information edge.
A leading financial futurist on whether open-end funds will become obsolete, the value of direct indexing, “ESG 2.0,” and more.
The retirement expert and author discusses expanding retirement-savings opportunities for low- and middle-income workers, the benefits of employer-sponsored emergency funds, and the challenges of decumulation.
Baird's director of tax planning discusses tax-loss selling, Roth conversions, and the new rules for inherited IRAs.
The personal finance expert and author discusses how couples can navigate earnings differences and says that fear can be a financial superpower.
The manager of Causeway International Value Fund discusses women in investing, value traps, whether active management has gotten tougher, and more.
The personal finance journalist and author discusses the importance of communicating with older adults about estate planning, long-term care, and the dangers of financial fraud.
The financial advice guru discusses his time-management hacks, the benefits and limitations of direct indexing, and the myth of fee compression in the advice space.
The author and financial podcaster on financial independence, the 'scarcity mindset,' and the importance of time horizon in deciding how to invest.
The CNBC senior markets commentator on the corporate profit picture, rising interest rates and inflation, stock valuation, and more.
The retirement expert joins us to discuss retirement income styles, withdrawal rates, and how the current market environment and inflation will affect retirees.
Jordan Grumet on his path to financial independence and mastering 'the art of subtraction.'
The accomplished author and financial researcher shares his thoughts on the 60/40 portfolio, inflation's staying power, how optimism can be a secret weapon, and more.
The co-founder of retirement-software provider Income Lab says that older adults can take a few simple steps to ensure that their assets last throughout their lifetimes.
Morningstar’s fund ratings have been effective in sorting funds based on future performance, though opportunities for improvement remain.
The co-founder of Next Gen Personal Finance discusses the state of financial education in the United States and how to teach lessons that stick.
The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.
The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.
Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.
The prominent researcher shares his thoughts on retirement managed accounts, what makes ESG tick, the 'popularity' concept, and more.
The AQR co-founder on how to deal with low expected returns, the case for alternatives, private equity and the “illiquidity discount,” and more.
The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.
The financial expert and founder of DACFP, discusses the role of digital assets in today's market, as well as the importance of financial education starting at an early age.
The author and stock analyst discusses explaining investment principles to newbies, whether beginning investors should hold individual stocks, and his enthusiasm for spreading financial wellness.
The esteemed author and researcher on whether inflation will stick, the likelihood of recession, monetary policy’s proper role, and more.
The retirement-planning expert discusses tax-efficient withdrawals, Social Security-filing decisions, and how to dodge the 'tax torpedo.'
Author Mary Childs discusses Bill Gross' legacy and the evolution of bond investing through the lens of bond giant Pimco.
The author and blogger discusses the value of growing income, the cash v. bonds conundrum, and how a portfolio can diversify human capital.
The author and financial blogger discusses why less is more in investing and his controversial take that homeownership often doesn't add up financially.
The leaders of 403bwise on how to fix the broken retirement system for teachers.
The Jensen Quality Growth fund manager on whether competitive advantages are as durable as before, how to evaluate capital allocation, and more.
A noted researcher examines investors' trading behavior in the Robinhood era, the role of social media, and gender differences in investing.
The investment advisor discusses portfolio construction, the ‘active decisions of indexes,’ and the challenges of setting in-retirement withdrawal rates.