Investing Specialists

Traditional mutual funds and ETFs for tax-efficient exposure to domestic and international stocks as well as bonds.

Christine, John, and Jeff Ptak discuss their recent research on safe withdrawal rates, which found retirees will have to dial back spending in the years ahead.

We examine the biggest contributors to--and detractors from--the performance of the index during the past year.

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

And the Fed’s new groove.

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

The creator of the 4% guideline discusses the implications of higher inflation and elevated equity valuations for new retirees.

In-retirement spending is often incredibly variable rather than static.

And the one portfolio move you probably need to make.

Check up on your portfolio's health--and that of your whole plan--as the year winds down.

The behavioral finance expert discusses the current investing landscape, his thoughts on what works in financial education, and the benefits of having dedicated accounts.

Funds see value in a diverse range of sectors.

Nonportfolio strategies can deliver a big payoff for retirees' plans.

And when it comes to investing, to thine own self be true.

Running through our six-step checklist can provide peace of mind with your portfolio and plan if volatility persists.

The personal finance expert and author on how early money experiences shape people's lives and relationships.

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

Tax-friendly ideas for small, medium, and supersize givers.

We delve into the trade-offs associated with flexible withdrawal systems versus those that deliver steady cash flows.

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

The blogger and CIO of Savant Wealth Management discusses his new book on alternative investments amid a sobering outlook for the traditional 60% stock/40% bond portfolio.

Several funds see value in technology and communication services.

And practicing gratitude.

These three maneuvers will tend to deliver a higher tax benefit than writing a check and deducting it, and may even improve your portfolio.

Charitable giving offers valuable tax breaks, but it's also worth checking up on a charity's effectiveness.

The Financial Times’ correspondent discusses his new book on the history of index funds and the remarkable people who brought indexing into the mainstream.

More on why investing is personal and no two investors are alike.

A self-taught individual investor reaches out for a second set of eyes on a portfolio that she fears has become unwieldy.

Simple tweaks can have an appreciable impact on your withdrawal rate.

A 20-something investor finds it hard to focus given her multiple competing goals.

The author and AAII Journal editor discusses the concept of 'dumb money' and how small investors can gain an edge.

A windfall will save their retirement, but elevated stock and bond prices give this couple pause.

But they worry that their sizable portfolio is more complicated than it needs to be.

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

With a lot in flux in their lives, how much cash is too much?

The blogger and chief investment officer for Madison Avenue Securities discusses the importance of purpose and humility in financial decision-making.

Follow these eight steps to an improved, streamlined, and more tax-efficient portfolio.

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

March 2020. The oil-pocalypse. The emerging-markets party that never came. Gather round and hear these tales of horror, and learn from these mistakes.

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

The author and blogger shares tips for finding balance, purpose, and friendship in retirement.

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

With more employers levying spousal surcharges, obtaining coverage on a single plan isn't necessarily the most cost-effective for dual-earning couples.

Author Zachary Karabell discusses the firm's evolution and what made it different from many of its Wall Street counterparts.

Better tax treatment, low yields argue for using a taxable account instead.

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

The Fidelity Sustainable Asian Equity manager talks investing amid turmoil in China, the state of the Asian supply chain, ESG’s role in the investment process, and more.

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

The essential first step for retirement portfolio planning: finding the right stock/bond mix.

Determining if you're on track to retire can be more manageable if you break it into smaller steps.