Investing Specialists

Here's how to figure out how big your emergency fund should be and how you should invest it.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 26.

The 'right' glide path depends on what you're trying to achieve--and your attitude toward risk and volatility.

Catch-up strategies for pre-retirees, "off-label" ideas for supersavers, and how the investment industry can make 'mountains out of molehills.'

What helps improve your portfolio can also increase the taxes you owe.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 19.

You manage risk at the portfolio level; here's how to address it in other parts of your plan.

It's not too early to plan charitable contributions or RMDs and, yes, to take a look at your elevated equity balance.

The pioneer in hourly financial-planning guidance weighs in on choosing an advisor and rapidly evolving business models for financial advice.

Amid a risk-on market, the most aggressive and stock-heavy portfolios performed best.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 12.

Savings rate rules of thumb are better than nothing, but smart investors customize their own savings targets.

Amid a 'risk-on' market, the most aggressive and stock-heavy portfolios performed best.

Amid a weak stretch for value strategies, the asset-allocation specialist discusses why GMO remains pessimistic in its outlook for U.S. stocks.

How investment multitaskers can prioritize competing financial objectives.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended July 5.

Large balances can encourage unrealistic expectations and perverse behaviors.

The financial advisor and asset-allocation specialist discusses conflicts in advice-giving, which asset classes he avoids, and "factor renters."

In a strong year so far for the market, here's how to see if a course correction is in order.

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

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 28.

The Ritholtz Wealth Management CEO discusses his transition from broker to advisor and why client portfolios should have fewer assets, not more.

Occasional checks on your net worth--your current assets minus liabilities--can yield valuable intelligence about your financial health.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 21.

How would the portfolios behave if rates went up (or down), or if credit spreads widened?

Financial-planning guru Harold Evensky on the shortcomings of the SEC's newly enacted Regulation Best Interest, the bucket approach to retirement portfolios, and evolving business models for financial advice.

Large-cap value strategies shine after equity market shock in late 2018.

But not in the way you think.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 14.

We're using an active fund in our ETF portfolios. What gives?

Morningstar's director of policy research on what's ailing the U.S. retirement system, the new SEC rule on advisor conflicts of interest, and why policy recommendations must be data-driven.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended June 7.

Aftertax 401(k) contributions will beat taxable-account contributions, especially for contributors who can do in-plan conversions or in-service withdrawals.

Financial planning guru Michael Kitces on the future of financial advice: technology, specialization, planning versus investment guidance, and how to pay for it.

Our weekly podcast features an in-depth interview with a thought leader in money and investing.

We see opportunity within the consumer cyclical sector.

As this strategy becomes more commonplace, so do questions about how to execute it.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended May 31.

Legislation in Congress would make it easier for employer plans to include annuities, but many already do. What to know before you go.

Carolyn McClanahan on her shift from practicing medicine to financial planning, how to model health and long-term care costs, and troubleshooting financial risks later in life.

Not every company retirement plan features easy-to-research mutual funds. Here’s how to find more information on some popular options.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended May 24.

Vanguard's CEO on balancing growth with delivering good client outcomes, the future of advice, and the trend toward "free" products.

Which asset types best diversify equity risk? We put additional investment types to the test.

Investment writer Morgan Housel on coping with behavioral biases, the evolution of the investment industry, and the role of luck in investing.

Our managers continued to find names to put new money to work during the first quarter even as equity markets reached new highs.

Simple is best, according to our annual review of asset-class correlations.

We take a numerical look through this week's Morningstar research. Plus, our most popular articles and videos for the week ended May 17.

How to make sure your portfolio and plan can ride out the storm.

Longtime fund observer Don Phillips on the importance of investor psychology, the uptake of passive and ESG investing, and Jack Bogle's enduring legacy.