Investing Specialists

Morningstar Investment Management sees value in preparing for different scenarios.

A default on U.S. government debt isn’t likely, but should one happen, here’s what the damage could look like.

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

The financial planner and author discusses the college application process, strategies for making college more affordable, and how college choice affects success later in life.

How to deal with the blow and get back on your feet.

A tax expert shares guidance on IRA conversions, required minimum distributions, and sequencing in-retirement withdrawals.

Thanks to higher yields and lower equity valuations, return assumptions are the highest they’ve been in years.

Check up on your portfolio’s health—and that of your whole plan—ahead of tax season.

Falling stock and bond markets left these fully invested ETF and mutual fund portfolios with few places to hide.

The financial planning expert discusses Secure 2.0, tax planning before and during retirement, and whether investors should bank on continued low tax rates.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

Nationally recognized retirement expert Mark Miller breaks down Medicare, healthcare, and long-term care.

Not even experts agree about the ‘right’ withdrawal rate, long-term-care insurance, and annuities.

The author and retirement expert discusses inflation’s impact on older adults, the job market for older workers, and practical strategies for maximizing Social Security and Medicare benefits.

The golden ratio can help you find the right balance between spending and saving.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

A tough market environment played to the strengths of these conservative-leaning portfolios, though they couldn’t escape losses.

Some of our favorite clips from interviews with portfolio managers and investment specialists in 2022.

Want to get smarter about investing? Check out some of these books.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

Here’s how income taxes hit an IRA that is payable to a trust when the owner dies.

Some of our favorite clips from interviews with financial planners, advisors, and retirement researchers over the past year.

With new model portfolios continually hitting the market, we’ve highlighted three series on Morningstar’s radar.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

Morningstar’s Christine Benz and John Rekenthaler break down their recent study, ‘The State of Retirement Income.’

While the market environment remains uncertain, there are a few key changes worth considering.

These strategies can help defuse financial tensions.

Christine and John discuss the key findings from ‘The State of Retirement Income’ study that they recently published.

Actively managed U.S. large-cap funds continued to lag in 2022.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

Author and behavioral finance expert discusses decision-making, choice overload, and how investors can keep their confidence in check.

As the new year dawns, here’s your plan to get financially fit, one job at a time.

Bookmark this guide to stay abreast of the tax-related dates and data that should be on your radar this year.

Sequence-of-returns risk can leave even the best-laid retirement plans in tatters. Here’s what to do about it.

Annuitizing is just the first step in seeking the potential benefits of guaranteed lifetime income.

A prominent author and investor shares his thoughts on hubris, choice overload, improvements the fund industry could make, and more.

What declining stock and bond prices and higher inflation mean for retirement income.

How to weigh risk tolerance against risk perception in market downturns.

This year’s brutal market has a silver lining for tax planning.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.

The financial author and professor tells you why investors should pay attention.

Our latest paper tries to unlock the mysteries of multifactor funds.

These seven steps tackle a lot of jobs: refilling cash, rebalancing, tax planning, and charitable giving.

Why emotional coping is an essential skill for long-term investors.

Funds see value in a diverse range of sectors.

These funds managed to lose value for shareholders even during a generally bullish market.

The author and retirement-planning expert discusses goals-based planning, managing sequence risk, and bucketing.

Despite the risk of a recession in the first half of the year, we expect economic growth to rebound sharply afterwards.

The founder of Alpha Architect talks investor behavior, market makers, and how human nature affects our investing choices.

We’ll review the top stocks, funds, and exchange-traded funds this week as well as updates you can make to your portfolio.