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David Falkof

David Falkof, CFA, is an investment consultant with the Morningstar Investment Management group's retirement solutions group.

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Though some assets are more sensitive to interest rates, even a conservatively tilted diversified portfolio has historically been able to produce positive returns through rising-rate environments, says David Falkof of Morningstar Investment Management.

Proximity to well-managed growth-oriented companies allow Morningstar 2012 Domestic-Stock Fund Managers of the Year Bill Frels and Mark Henneman to get the complete picture of their stock ideas.

As stateside growth remains sluggish, Bill Frels and Mark Henneman--Morningstar's 2012 Domestic-Stock Fund Managers of the Year--note that some of their top long-term holdings are going beyond boundaries.

Vanguard's Michael Corr identifies three considerations when examining 529 options, how investors should think about risk, and his firm's approach to these college-savings plans.