Allianz's chief economic advisor discusses policy responses to the coronavirus and what investors can do.
Stimulus bill includes provision that suspends required minimum distributions for retirement accounts.
Checking in on stocks using Morningstar indexes.
When life is most disrupted, we have an opportunity to plan for future normalcy.
As the sell-off deepened and officially entered a bear market, the complexion of the decline shifted.
As investors themselves, they’re looking for opportunities in a bear market.
Answers to questions you might be asking about where the market stands.
We still think they are a uniquely confusing and unsuitable investment for most investors.
We think stocks will eventually recover from this downturn, and investors shouldn't wait on the sidelines until they do.
Investors left U.S. equity funds last month and turned to bond and money market funds instead.
How did coronavirus affect recent flows?
What we’ve learned about sticking out bear markets, avoiding short-term losses, and not trying to time the market.
We don’t just owe it to ourselves to stay calm as we weather the storm. We owe it to one another.
Hefty cash positions helped some value managers protect against the downdraft.
The market turmoil has some funds seeing big moves in category ranks.
These three saving rules can help you stay on track with your financial plan.
Or, how I learned to stop worrying and love the ride.
We don't see connections between portfolio characteristics and returns when looking through the lens of our Factor Profile data.
Morningstar has combed its databases and analyzed the numbers. Here's where women stand in the industry today.
In 2000, women represented 8.7% of executive officer roles for companies in the Morningstar US Market Index. This figure rose to 12.8% in 2010 and 15.8% in 2018.
But large fund companies often block their path.
Strategists from Vanguard, BlackRock, Schwab, and other firms weigh in.
A financial transaction tax would impact investors in a couple of ways as the market reacts to the tax.
Style, size, and momentum were the primary factors behind these funds' returns for the past three calendar years.
Here's how to correctly use this iconic measure.
Investors continued to flock to fixed-income funds last month.
Does Vanguard’s recent private-equity announcement bolster the argument for alts?
Big names in energy to report, and trade and production data will be released on Friday.
And what we're doing with our portfolios: Morningstar Investment Management.
Big names in pharma and biotech also report earnings, and labor data to come on Friday.
Morningstar's director of policy research offers some reflections on the state of affairs.
Reports are also due for Visa, Exxon, Verizon, and many more.
Go beyond total returns and dig into the nuances of the category.
Fourth-quarter earnings announcements from financial, consumer products, and technology sectors.
CEO Larry Fink charts an ambitious path for sustainable investing to become accessible and accepted. What will it take to succeed?
Investors pour more than $500 billion into taxable- and municipal-bond funds.
Clear metrics toward financial independence can help you make better financial decisions.
A visual take on the ins and outs of last year's dollars.
Citigroup, Wells Fargo, and JPMorgan Chase are among the big banks set to report.
Bed Bath & Beyond, Constellation Brands, Commercial Metals, and more slated for earnings this week.
The good, bad, and confusing policy changes and what they mean for you.
A new Morningstar paper questions the status quo.
How has the decade stacked up for stocks and bonds?
U.S. equity funds experienced modest outflows in November.
Packaged food companies to announce earnings, and data on personal income and spending for November will be released.
Most index-fund owners won't notice a difference.
A long-term investment strategy can’t be properly assessed using a short-term metric.
Narrow-moat Lululemon reports earnings this week, and the Fed's rate decision will be released.
In proxy voting, similar index funds show their unique personalities.
Reports from Workday, Salesforce.com, and Lululemon are expected.