The first step is to map out what your spending might be for the coming year.
Here are some initial steps to take toward improving your financial well-being in 2021.
We spot opportunities in consumer staples, utilities, and energy.
And some undervalued stocks that capture our attention.
How the vaccine affects this sector, and two of our top picks.
Dividend investors had a hard time in 2020, but Morningstar Indexes strategist Dan Lefkovitz think the outlook is brighter for the year ahead.
We look at the pros and cons of the investment vehicles gaining traction.
But there are still a few bargains to be had.
And one stock we like.
What to do now and down the road.
Music streaming companies have seen stellar growth in user numbers. We ask Morningstar equity analyst Neil Macker if the trend can continue.
Growth funds dominate, investors embrace bonds, and a terrific manager struggles.
Keeping an eye on RMDs, withdrawal rates, and more.
What are the rewards and risks of using this technology?
Morningstar Investment Management's Dan Kemp reveals the three investment themes on his mind for the year ahead.
Morningstar equity director Alex Morozov considers the outlook for tech, travel, and beyond for the year ahead.
Morningstar equity analyst Allen Good looks at the prospects for oil and gas giants in the year ahead.
We’ve reached a tipping point in the balance between mutual funds and ETFs.
What are the pros and cons to now or later?
When should this be done?
These wide-moat names dominate the portfolios of our Ultimate Stock-Pickers.
How to plan for things you can't plan.
While it stands as the largest addition in the index's history, this likely won't impact everyday investors all that much.
Our analysts are excited about these names.
And what can investors do to prepare?
IRA conversions and tax-gain harvesting may be worth considering.
Including who can use qualified charitable distributions.
Learn what we look for when rating a company.
Ed Slott discusses some of the tax implications that are unique to this year.
How will the pandemic continue to affect this space?
Morningstar's new approach unpacks the environmental, social and governance risks that companies face.
What's different in 2020?
Five of our Ultimate Stock-Pickers made sizable investments in this name last quarter.
This type of charitable contribution carries a high impact.
In general, we are seeing more of the same.
How to approach donations in this peculiar year.
It can be hard to spot, but here are the signs to look for.
Choosing a good 529 college savings plan is important, but when you start saving is key.
Carmakers may not be an obvious investment choice for ESG-conscious investors, but Morningstar analyst Tancrede Fulop says some of the largest companies score highly in some measures, such as safety and human capital.
Robots from Stryker and Zimmer Biomet are worth a look.
Financial advisers must adapt their business if they want to appeal to the younger generations, says Kind Wealth's David O'Leary.
What does 2020 have in store for year-end?
November's U.S. election results and favorable vaccine news help reverse the fortunes of downtrodden small-cap and value stocks.
Financial advisers are having to adapt to a new digital world. Carl Richards, creator of the Behavior Gap, looks at the challenges IFAs face and how to overcome them.
We're at an inflection point in ESG investing, says Sustainalytics founder Michael Jantzi. Here's why.
Watch our analysts debate whether Milton Friedman's views hold up.
We think these two retail stocks are in the bargain bin.
Here's how they've been performing and what college savers should be thinking about today.
The legendary pony takes on Tesla and aims for pole position on profitability.