Investing Specialists

Take these steps to ensure that spending doesn't interfere with your ability to save no matter your life stage.

The leader of Vanguard's initiative to offer private equity investing discusses his views on private equity's role in a portfolio, how Vanguard will structure its offering, and why the firm is bringing it out now.

The CARES Act makes it easier to gain access to retirement accounts in a pinch, but they're not likely to be your best source of emergency cash.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Five questions to ask to determine whether to reduce your exposure to stocks after a bear market is under way.

Key steps to take back control if your retirement portfolio has taken a tumble.

Two members of the Sequoia Fund’s investment committee open up about the firm’s culture, why the portfolio is more fully invested than before, Berkshire, and more

Yes, really. A fiscal stimulus could significantly help Americans manage the current economic crisis.

Allianz’s chief economic advisor on how to address economic 'sudden stops,' the correct fiscal and monetary policy response to the coronavirus, and the outlook ahead.

The right amount of risk to take in your portfolio depends on two key variables: your risk capacity as well as your risk tolerance.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

The noted Diamond Hill manager discusses the shorter durations of competitive advantages, how low inflation has curbed firms' pricing power, and what he considers to be the market's 'sweet spot.'

These stocks are among the top holdings of some of our favorite investment managers.

Bucket 2 has sprung a small leak recently, but cash holdings are proving their mettle.

When the going has gotten tough, these stock, bond, and allocation funds have held up better than their peers.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

If you're on the hunt for yield, be sure to mind the downside.

A contrarian financial advisor delves into his provocative research on the influence of sector weightings on stock returns, value's slump, equal-weighting, and the low-volatility phenomenon.

So much of the investment world is based on educated guessing; the sooner we all realize that, the better.

Morningstar's fund flow data suggests investors took active steps to rebalance their portfolios in 2019.

A volatile market could have you rethinking some long-held retirement plans, especially if you're close to your target date. Before you make any moves, take these steps to check your plan and/or put it back on track.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

An academic's take on financial advisor conflicts that can leave investors saddled with costly, underperforming funds. We also touch on hedge fund activism, financial contagion, and female portfolio managers.

These all-in-one funds offer not only simplicity, but also valuable insights for DIY investors.

Managers continue to buy wide-moat stocks.

Grant us investors the wisdom to know the difference.

The data are sobering about women's retirement preparedness, but being pre-emptive can help stave off a shortfall.

In honor of Equal Pay Day, we look at some of that data that paint a troubling picture about the state of women's retirement preparedness.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

The Ellevest founder discusses how advisors fail their female clients, the lack of gender diversity in financial services, and why firms should be working to close the gender pay gap.

When you have many years until retirement, market volatility should be easy to shrug off, but it isn't always. A step-by-step guide to taking control.

These six steps can help you take back control in uncertain times.

If you're within 10 years of retirement, this eight-step review can help you improve your situation--and your peace of mind.

Taking care with asset placement can result in big tax savings.

Proper accounting of cost basis is essential to avoid paying more taxes than you need to.

No matter your life stage or financial goals, identify the right investments for the job.

As the April 15 deadline draws near, we clear up some key points of confusion for would-be contributors.

Tips for selecting the right account type, using new contributions to adjust your portfolio's allocations.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Several funds see value in the technology, healthcare, and energy sectors.

A noted researcher discusses the state of financial literacy in the U.S., the connection with income inequality, and what works with financial education.

Small steps to avoid the 'procrastination penalty' can make a big difference in your eventual return.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Traditional IRA contributions after RMD age may make sense in a handful of situations, but not many.

The tax- and financial-planning specialist weighs in on how sweeping new legislation affects IRA withdrawals, charitable giving, 401(k) plans, and more.

From contributions to conversions to distributions, don't fall into these traps.

We recap the week on Morningstar.com and note the most popular stocks, funds, and exchange-traded funds.

Terrific years for the market like 2019 provide retirees with an opportunity to reset and recalibrate.

The popular blogger at 'A Wealth of Common Sense' examines some of the most notorious financial scams and the lessons they impart in his new book, 'Don't Fall for It.'

Real estate has lagged lately, but it’s still worth including in a portfolio.