Investing Specialists

In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.

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

The co-founder, chairman, and CIO of Magellan Financial on "duration arbitrage" and how he's built his flagship global-equity portfolio.

The uber-successful manager of Magellan Global Equity discusses the firm's unusual origin story, China, and how to build a cohesive world-stock portfolio.

Several managers see value in technology and financial services.

How the fund industry has changed, whether ETFs will rule the roost, and the perils of fund-company mergers.

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

We've designed these portfolios to maximize returns while limiting Uncle Sam's take.

Our model portfolios are designed to facilitate in-retirement cash flows--and to limit Uncle Sam's take.

The key isn't to take no risk at all, but to let the probabilities tell you how much.

Has tax season become a frustrating paper chase? These tactics can buy you some relief.

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

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

Tax considerations suggest yes, but other factors may argue against it.

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

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

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

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

Three arguments against getting started investing with individual stocks.

The New York Times columnist offers insights from research he conducted for his just-published book, "The Price You Pay for College."

Morningstar’s director of manager research on 'Flowmageddon,' seismic shifts in the fund industry, and why fund-company mergers usually fizzle.

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

The author and The New York Times columnist discusses college during the pandemic, the 'psychological head trick' of merit-based financial aid, and what's driving college costs upward.

Key financial priorities for investors in the peak earnings years of their 40s and 50s.

The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.

For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more.

Tips on getting the most bang for your investment dollars when you're just starting out.

The accomplished T. Rowe Price Capital Appreciation Fund manager on making good macro calls, finding quality income, and more.

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

A lower starting withdrawal rate doesn't guarantee you'll have to live on less.

A two-time Morningstar Fund Manager of the Year winner on the benefits of concentration, the attractions of utilities and BB bonds, and his team's focus on "return on time spent."

These forms can yield valuable information about your portfolio's asset location and tax efficiency.

Overrated? Story stocks like GameStop. Underrated? Frictions, boredom, and paralyzing confusion.

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

Gerard O'Reilly on why he’s keeping the faith in cheap stocks and why the firm is launching ETFs now.

DFA’s co-CEO and chief investment advisor shares the latest on the launch of its ETFs, the importance of client relationships, and the role of academic research in the firm.

In volatile market environments, tune out the pundits and take a look in the mirror.

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

Use anticipated spending needs and probabilities of a positive return over your time horizon to back into the right mix of cash, bonds, and stocks.

A combination of incremental, not revolutionary, changes can help bridge the gap.

From pensions to small-business ownership, how to know if your mix of stocks, bonds, and cash should not look like the others'.

The 4% guideline can put you in the right ballpark, but the best spending policies factor in time horizon, asset allocation, and market fluctuations.

Families must contend with competing challenges: steep glide paths and high inflation.

A diversified portfolio with various time frames can help you meet your income needs during retirement.

Rules of thumb won't cut it for this important question. How to customize based on your own situation.

Tips for customizing your own glide path.

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

Your knowledge level, desire to be hands-on, tax status, and tolerance for short-term volatility can help you identify the right investments.

Nearly every firm has ratcheted down return expectations, but international equity remains a bright spot.

The father of the life planning movement discusses his famous 3 questions, training financial advisors to go deeper, and the climb toward a fiduciary standard.