Special Report

Strategies and investment ideas for lessening the tax bite.

Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.

Maps to follow no matter where you are in your investing life.

All this week, we'll coach you on the steps to take to ensure that your portfolio is in fighting shape for the years ahead.

Here's how companies around the world are working toward a treatment.

Here’s what you need to know about these popular funds that trade like stocks.

Tips, strategies, and picks for better bond investing.

Our take on the economic and investment implications of this year's election.

Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

Learn about the pros and cons of 529 plans, and how to choose one for you.

Our analysts share their outlooks and insights on the top companies from each sector.

Our tips for those signing up for employer-provided benefits.

How to think about inflation, your money, and your investments.

This year our annual investment conference has gone digital: view many of the sessions with Morningstar.com's reports.

These employer-sponsored savings vehicles may not be ideal, but they can still help millions of Americans secure their retirements.

Here's how to tap into your nest egg when the time comes.

Let us walk you through practical steps to ensure you're on the right track for retirement.

Our analysts share their outlooks and insights on the top companies from each sector.

Here's how our analysis and ratings can inform how you choose funds.

Here's how our approach to investing can inform your stock-picking process.

Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.

Here's the recipe that one of the greatest investors uses to pick stocks.

Environmental issues are altering how companies do business and where investors put their dollars. Here's how to effectively navigate the opportunities and risks.

The experts weigh in.

What to understand about downmarket jargon like volatility, bear market, and recession.

Here's how to take control of your portfolio in turbulent times.

Our perspective on what's driving the market and what investors should know.

We take a look at the challenges women face as investors and the steps they can take to improve their retirement outcomes.

What you need to know about college savings options, from 529 plans to Coverdells to Roth IRAs.

All this week, we'll coach you on the steps to take to ensure that your portfolio is in fighting shape for the years ahead.

Morningstar analyzes how various industries are tackling the environmental, social, and governance risks they face--and which companies are best positioned.

There was nothing passive about the Vanguard founder and father of passive index investing.

Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees comprised of ESG focused mutual funds and ETFs.

'Tis the season for giving. Here are some smart charitable-giving strategies.

Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

We share our strategies for making the most of your company's retirement plan.

Use this summer series to cross some financial tasks off your list before fall.

Follow our annual investment conference with Morningstar.com's reports and one-on-one interviews with some of the industry's best investing minds.

The complete archive of Morningstar interviews with Vanguard founder Jack Bogle from 2008 until 2018.

There was nothing passive about the father of passive index investing.

During this busy time of year, here are some strategies for simplifying the year-end review process.

Christine Benz helps investors check their progress, assess allocations, target holes and overlap, and upgrade their holdings.

Here are the questions to ask to determine whether a donor-advised fund is right for you, and tips for choosing the right one.

Get moving on these tax matters before the year runs out.

Watch our interviews with Vanguard officials during this year's conference.

Our two-day report includes loads of tips to help you save, invest, and plan for college better.

Watch all nine parts of our interview with Vanguard founder Jack Bogle.

Morningstar analysts offer their takes on what higher rates could mean for investors.

Sept. 17-23: Morningstar experts walk you through practical steps to ensure you're on the right track for retirement.

Articles, videos, and worksheets for readers of the "Investing by Life Stages" supplement.