Although stable prices and tame inflation free up more dollars for consumers to spend, they also broadly underscore the economy's current speed bumps.
Five stats from the market and the stories behind them. This week: the 18% dent in gold, the disappointing data on earnings, and more.
Relative to history and expectations, bonds are overpriced in general, says Loomis Sayles Bond manager Dan Fuss, who is taking a selective approach with caution toward credit risk.
Morningstar's Bob Johnson explains the sources of higher prices, and what they're implying about the potential of future inflation.
Five stats from the market and the stories behind them. This week: 17 months and no turnaround at J.C. Penney, a 14% drop-off for PCs, and more.
To the extent that the Fed has been the helping hand of the bond market, when that helping hand is removed, conditions are likely to change considerably, says Met West CIO and manager Tad Rivelle.
Medalist funds--those that receive Gold, Silver, and Bronze Analyst Ratings--are likely to outperform their category peers and benchmarks on a risk-adjusted basis over market cycles of at least five years.
Morningstar's Patty Oey and Dan Rohr and Columbia Acorn's Andreas Waldburg-Wolfegg offer best practices for globe-trotting investors who must navigate choppy waters in today's market.
Seven 50-minute panel discussions featuring top Morningstar experts help you secure stronger returns in today's challenging market.
Although March employment was weak, we're still within a generally steady--albeit slow--longer-term employment growth trend, says Morningstar's Bob Johnson.
Five stats from the market and the stories behind them. This week: Japan's 2% target, the 88,000-job disappointment, and the 20 million Facebook phones that will never be.
Retirement experts Mary Beth Franklin and Mark Miller tackle viewers' most pressing questions on this very important, yet also contentious, retirement pillar--Social Security.
Five stats from the market and the stories behind them. This week: A 3,000 euro limit in Cyprus, Buffett takes 10 million shares, and BlackBerry 10 hits a respectable 1 million units sold.
Recent lackluster spending data suggest the consumer is not as strong as some may believe, says Morningstar's Bob Johnson.
After a strong first quarter, size up your allocation mix, fixed-income exposure, international positioning, and more with these pointers from Morningstar's director of personal finance.
In Session 1 of the 2013 Morningstar Individual Investor Conference, Northern Trust's Katie Nixon, Charlie Bobrinskoy of Ariel, and Morningstar's Bob Johnson tackle today's macro questions on government policy, economic growth, inflation, and more.
Morningstar's Bob Johnson assesses the impact of the FOMC's stimulus program so far and stacks up the Fed's growth and employment expectations against his own.
Five stats from the market and the stories behind them. This week: 10 billion euros falls short for Cyprus, the Fed stays focused on 6.5%, and more.
Five stats from the market and the stories behind them. This week: Samsung enters a new Galaxy, Yum serves improved China sales, inflows continue into bonds, and more.
February's retail sales report showed that despite the payroll tax and higher gas prices, the consumer appears to be resilient right now, says Morningstar's Bob Johnson.
Taxable-bond funds led open-end asset flows in February, with investors showing interest in emerging-markets bonds and bank-loan funds.
February 25 - March 1: Tips, strategies, and picks for tax-wise investing.
Inefficient contributions and withdrawals and poorly timed asset purchases are among the many common tax-related blunders, but Morningstar's Christine Benz offers solutions to avoid such pitfalls.
Morningstar's Christine Benz offers hints for how retirees should approach taxes in regard to portfolio withdrawals, RMD reinvestments, property, health care, and estate planning.
Five stats from the market and the stories behind them. This week: the $85 billion sequester, two divergent same-store sales stories, and more.
Morningstar's Bob Johnson puts the $85 billion of spending cuts into short- and long-term perspective.
Looking to fully fund an IRA for the 2012 tax year? Get a shortlist of ideas from Morningstar strategists Heather Brilliant, Russ Kinnel, Sam Lee, and Josh Peters.
After a period of relative calm, the Italian elections and fight over the sequester underscore some of the structural problems facing the global economy; investors should be prepared for volatility, says Morningstar's Jeremy Glaser.
Five stats from the market and the stories behind them. This week: Fed's $40 billion bond buys in question, Wal-Mart's worrisome 1% same-store sales growth, and more.
Investors should take another look at their cost basis records, foreign tax credits, advisory fees, and any income that was spread to 2012 from a prior year's Roth conversion, says Investor Solutions' John Pitlosh.
Investors still need to plan for long-term tax hikes and keep AMT exposure, itemized deduction limitations, charitable distribution opportunities, and trust taxation on their radars, says Investor Solutions' John Pitlosh.
Morningstar's Bob Johnson gives his take on recent disappointing retail and housing data, as well as higher gasoline prices and Fed stimulus worries.
Several opposing factors were at play in January's retail sales report, but a broader view suggests consumers are still hanging in there, says Morningstar's Bob Johnson.
Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.
The U.S. government's contribution to GDP and the labor market will continue to shift going forward, says Morningstar's Bob Johnson.
Five stats from the market and the stories behind them. This week: a steep 41% dividend cut, a surprising 12% sales gain, and more.
Recent revisions helped 2012's employment growth look better than initial forecasts, but we don't expect a sizable surge (or decline) for 2013.
Five stats from the market and the stories behind them. This week: a critical 10 for BlackBerry, a promising 3.2% margin for Amazon, and more.
We're expecting about 200,000 new private-sector jobs in January, but keep an eye on retail, finance, and government hiring.
A game plan to stack the deck in your favor in 2013 and beyond.
Morningstar director of economic analysis Bob Johnson will be keeping a close eye on these potential headwinds in the year ahead.
Five stats from the market and the stories behind them. This week: Apple's steep 12% drop, Netflix's 2 million subscribers, and more.
Morningstar's Christine Benz highlights key considerations in the decision to annuitize a pension or take a lump-sum payout.
There were some unusual areas of strength in a decent overall holiday shopping season, says Morningstar's Bob Johnson.
How bad was bad news this week from Apple, Boeing, Bank of America, and others?
Although we're unlikely to face a worst-case scenario on the debt ceiling debate, it's important for investors to understand the potential consequences.
Bonds are a better option than cash and less volatile than stocks, but investors should be mindful of headwinds and possibly rethink their fixed-income allocations, says Morningstar's Christine Benz.
Several names have great dividend-growth potential, while industry tailwinds will be a boon for another, according to Sanibel Captiva's Pat Dorsey.
Headlines this week revealed a new nomination but an old hat at the Treasury, a new direction for an old-line grocer, and same-old, same-old at the ECB--for now, anyway.
The coming year could bring some unexpected news from the Fed, on the home front, in the job market, and more, says Morningstar's Bob Johnson.