Investing Specialists

The real estate expert and author discusses what’s happening in the housing market, her thoughts on real estate as an investment, and tips for prospective homebuyers.

In-plan conversions are a no-brainer for heavy savers who have access to them.

Financial expert David Lau discusses how annuities could lead to higher returns in retirement.

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

The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.

Illuminating the rising popularity of model portfolios.

The DPL Financial Partners CEO discusses disentangling annuities and life insurance from their high-cost, high-commission roots—and why fixing long-term-care coverage could be next.

Here are a few tax-management best practices for advisors and investors to consider.

Leaders in retirement research share how you can set a withdrawal rate that won’t leave you with leftovers.

Grant us investors the wisdom to know the difference.

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

Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.

Three researchers discuss some of the key challenges for retirement planning: inflation, longevity protection, and safe withdrawal rates in a volatile market environment.

Depressed balances reduce the taxes you'll owe to convert.

Tom Idzorek, chief investment officer of retirement, dives into portfolio protection and asset allocation for rising inflation.

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

A look at what’s led people to invest in this risky asset.

The effect of postponing RMDs and how to eventually start taking money out of your retirement plan.

How to turn a ‘What if?’ into a ‘So what?’

The prominent researcher shares his thoughts on retirement managed accounts, what makes ESG tick, the 'popularity' concept, and more.

Rules of thumb may be too high for affluent retirees with high savings rates, but healthcare costs are a major swing factor.

Funds see value in a diverse range of sectors.

Harvesting losing positions from your taxable account can lower your tax bill and improve your portfolio.

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

Pre-retirees and new retirees concerned about today's markets can take steps to protect themselves.

The AQR co-founder on how to deal with low expected returns, the case for alternatives, private equity and the “illiquidity discount,” and more.

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

The author and financial analyst talks about his new book, The Bogle Effect, in which he chronicles the Vanguard founder's personal and professional journey and the impact he had on investors during his fabled career.

Several funds see value in industrials, communication services, and consumer cyclical.

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

Yields are important, but so are liquidity considerations and guarantees.

Some worries belong in the "unlikely to happen/deal with it when it actually does" bin.

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

With varied backgrounds, Pzena Emerging Markets Value's managers find common ground: deep value.

The financial expert and founder of DACFP, discusses the role of digital assets in today's market, as well as the importance of financial education starting at an early age.

The data suggest that industry-specific funds don't do much to diversify a U.S. equity portfolio.

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

Where you go for required minimum distributions will usually have a bigger impact than when you go.

The author and stock analyst discusses explaining investment principles to newbies, whether beginning investors should hold individual stocks, and his enthusiasm for spreading financial wellness.

New tables for RMD calculations will result in slightly lower withdrawals for most accountholders.

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

Admonitions to "freeze!" assume a well-laid, well-maintained plan. That may not be the case for some investors.

I-Bonds boast tax advantages, but purchase limits reduce appeal.

Required minimum distribution-related tax bills hurt, but surgical pruning of problem positions can help you raise cash and reduce risk.

The esteemed author and researcher on whether inflation will stick, the likelihood of recession, monetary policy’s proper role, and more.

A frugal couple assesses their portfolio in the midst of volatility and a transition to true retirement.

And questions we’d like answered at this year’s annual Berkshire Hathaway meeting.

Managing both volatility and risk in uncertain times.

Enjoy maximum tax savings while preserving flexibility.