Enforced discipline is key to ensuring you're saving enough to meet your needs, says Morningstar director of personal finance Christine Benz.
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Morningstar's Bob Johnson sees several reasons that GDP growth in the new year could come in below the current consensus.
Sentiment indicators are quite bullish, but Morningstar's Bob Johnson doesn't think the election has had a major impact on spending or housing data yet.
Our take on why the market whipsawed in the wake of Trump's election victory, and what should be on your radar looking ahead.
It will be remarkably hard to do if you don't plan for it.
We don't yet know how much economic weakness will spread from the U.K., but low interest rates should prevent a global financial system crisis, says Nuveen chief equity strategist Bob Doll.
An indiscriminate sell-off could put some quality companies on sale, but investors must be patient, given the near-term uncertainty surrounding the Brexit vote, says Morningstar's Alex Morozov.
The fundamentals of individual companies suggest emerging markets are still in a very difficult situation, but valuations overall look reasonable, says Seafarer CIO Andrew Foster.
New rules on tax inversions and fiduciary requirements made waves this week. What do they mean for investors?
Stocks ended roughly flat year to date after a volatile first quarter, but more turbulence could be in the cards.
Will inflation hold off long enough to allow the Fed the luxury of very slow rate increases? Plus, FedEx pops, Valeant drops (even more), and Oracle hits the cloud running.
Shares the beleaguered pharma firm may look cheap, but investors should remain very cautious. Meanwhile, Berkshire pulls off decent results under less-than-ideal circumstances.
America's golden goose of commerce and innovation will continue to lay more and larger eggs, writes the Berkshire chairman and CEO in his annual letter to shareholders.
The probable drivers of this week's rocky market likely aren't going away anytime soon, but a few bargains are appearing.
Retirees can shore up amid a volatile market by double-checking their liquid reserves and asset allocation, remaining flexible on withdrawal rates, and more.
Morningstar's Bob Johnson answers reader questions about China's slowdown and what it means for the world's markets and economies.
It's not always a mistake to sell, but make sure you're doing it for the right reasons, says Morningstar's Christine Benz.
Knock-on currency effects and trade concerns are weighing on, in some cases, fully valued global markets. The result: a rocky ride for investors.
How should investors think about the Fed, energy, M&A, China, and more in 2016 and beyond?
Expect more of the same for GDP, but higher-than-anticipated inflation and home price growth, and better-than-expected growth for Europe and some emerging markets, says Morningstar's Bob Johnson.
The real story would have been if they hadn't raised rates. Plus, we see value in Oracle, Qualcomm, and FedEx.
As rates tick up, investors should resist overemphasizing cash, stress-test their bond funds, and be mindful of other rate-sensitive assets.
From financial plan to allocation to individual investment-picking, Morningstar director of personal finance Christine Benz describes her step-by-step approach to remaking a portfolio.
Cost savings will be the biggest driver of value in the chemical company mega-merger. Plus, Kinder's wakeup call for MLP investors, more muddle at Yahoo, and no room for error in Costco's share price.
For investors who demand more certainty in their stock picks, the market is offering few bargains today, even despite recent losses.
The Fed and ECB drove the market again this week. Plus, Yahoo faces a make-or-break decision, and auto sales keep chugging along.
What you need to know about this week's GDP, housing, and durable goods data--plus, what to watch in the week ahead.
Home Depot's recent strength is impressive, but TJX and Wal-Mart could be better values for investors. Plus, railroads look to tie up.
Macy's, Nordstrom, and Priceline were under pressure this week, but are they bargains for investors? Plus, our read on retail sales, and more.
Activision, Expedia, and Visa each announced acquisitions this week, while Facebook had a great quarter and Tesla's stock popped despite an earnings disappointment.
Not all stocks charged back into fairly valued territory after October's rally.
Assuming rosy return projections, persistently mild inflation, or an average life expectancy can trip up a retirement plan, says Morningstar's Christine Benz.
Plus, GM hits its stride, Amazon finds a path to profitability, and McDonald's shows some nimbleness.
Both Netflix and Wal-Mart shares slid this week, but only one looks like a bargain. Plus, tech's biggest deal ever, boring big bank earnings, and more.
December is still possible for a rate increase, but Fed minutes this week suggest it's becoming less likely. Plus, what the market is missing about Yum Brands, Twitter CEO's uphill climb, and more.
The third quarter's sell-off didn't create countless bargains, but we do see select opportunities in health care and elsewhere. Plus, sizing up the iPhone launch, and more.
We dropped our value estimate in the wake of the automaker's emissions scandal. Plus, Caterpillar and ConAgra under pressure, and more.
Rather than cheering the no-hike news, markets may be worrying about global growth along with the Fed. Plus, how a beer deal could make a mega moat, an opportunity in Oracle, and more.
For money needed in two years or less, even ultrashort-bond funds should be off the table, says Morningstar's Christine Benz.
Investors should exclude high-income bonds, TIPS, and equity funds with high turnover or high-dividend strategies from their taxable accounts, says Morningstar's Christine Benz.
Tax-managed, index, and municipal-bond funds from Fidelity and Vanguard are among the best options for investors looking to minimize the tax drag on their portfolios, says Morningstar's Christine Benz.
Tame inflation and overseas concerns could stop the Fed from raising rates in September despite signs of stability in the labor market. Plus: Apple's new way of selling iPhones, a new track for United Airlines, and more.
Retirees can streamline their finances by collapsing multiple IRAs into a single account and taking advantage of technology, says Morningstar's Christine Benz.
August's job report was strong enough to keep a September rate hike on the table, but not so strong to ensure it. Plus, market finds a sell-off excuse in China, automaker opportunities, and more.
Retirees can appreciate the low costs, tax efficiency, and simplicity of index funds, but active funds can be better choices in some parts of the market, says Morningstar's Christine Benz.
Concerns over a slowing China aren't new but did intensify this week, sending stocks on a roller coaster. But bargain-hunters may have little to show for it.
Reacting out of panic--and without a plan--is rarely a good move.
Plus, a recap of this week's big retail earnings reports.
As the market focuses on China and the Fed, investors should keep an eye on the long term.