These five questions can help you figure out whether to invest in municipal bonds and the best way to do it.
We look at different types of international markets and how you can invest in them.
Here's a simple system to help you break down the choice.
Rebalancing your portfolio allows you to 'buy the dip.'
Here’s what you need to know to start thinking about flows.
We explain what RSUs are, how they are taxed, and how to make the most of them.
What is inflation, deflation, disinflation, and stagflation?
All the votes need to be counted, and it’s not unusual for different batches of ballots to suggest very different potential outcomes that can influence short-term sentiment.
We examine the value of some popular companies.
A three-step solution for selecting the best college savings plan.
Tackle debt fastest with the 'avalanche' method, or get psychological wins sooner with the 'snowball' strategy.
Recent membership changes highlight confusion around the famous index.
Morningstar's ESG Screener makes it easy to find the right ESG fund.
Companies like to play with the price of their stocks. Here’s why and what you should know.
Go beyond performance when choosing investments.
You should probably start with a fund. Here's some advice on getting started.
529 withdrawal rules may cause you to pay extra if you’re not careful.
Morningstar's experts provide answers to seven of the most frequently asked 401(k) questions today.
A match is a great employer benefit and a powerful wealth-building tool, but there are many reasons to keep contributing to your 401(k) even if this key benefit is suspended.
We consider some options and explore the pros and cons of each.
To help investors quell anxiety and put the current market volatility into a longer-term context, we curated a collection of courses from our broader Investing Classroom curriculum.
Nuanced exclusion criteria mean funds that seek to avoid animal testing can differ widely from each other and from market benchmarks.
How to figure out your rates, and which one matters more.
If your income level is below certain thresholds, you may qualify for some of these tax-saving credits and deductions.
Be sure you're making the most of your tax deductions.
How to tell different ESG factors apart in your investing decisions.
Determine your ideal risk level in three easy steps.
After some initial setup work, these money moves are easy to maintain.
We tell first-time bond investors what they need to know about intermediate core bond funds.
Don't overlook these important considerations when selecting a donor-advised fund for charitable contributions.
A look at some of the pros and cons of these increasingly popular investment vehicles.
We take a close look at these popular college-savings accounts.
Understanding duration can help you determine your bonds' interest-rate sensitivity.
Confused by quant investing? We break it down.
Here are some issues that can arise as well as some potential solutions.
We break down what it is and how it works.
Weighing the pros and cons will help you choose the best option.
We offer some ideas to help you save more for retirement.
Plan sponsors are increasingly offering Roth 401(k) accounts alongside traditional 401(k) accounts.
We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.
Investors should understand how capacity affects a fund.
The ins and outs (or rather, ups and downs) of the yield curve.
Here are some things you can do to safeguard your accounts.
We take a look at the valuations of six prominent IPOs.
Data shows that more parents are taking out loans for college funding. We take a look at the pros and cons of different funding sources.
Uncertainty surrounding cost inflation and investment performance make it difficult--but not impossible--to estimate how much you should save.
We compare and contrast a few of the most common college-savings vehicles.
If setting up a college savings account is on your to-do list, here are some tips for getting going.
Consider setting up a living will and a durable power of attorney for healthcare.
Many times it lends helpful context, but not always.