The Secure Act and IRS have added some wrinkles.
Here's what a glide path is and why it matters.
Where are entertainment and streaming services headed?
How did they change for 2022?
Several of our Ultimate Stock-Pickers own sizable positions in these stocks.
Take care--because often there are no takesies backsies.
Expert Ed Slott describes what you need to know if you're considering a backdoor Roth contribution.
Playing with the funds set aside for discretionary use still requires planning and discipline.
Some pockets of the energy sector are more impervious than others.
Ed Slott shares what changes have arrived.
Liquidity and principal loss are things to keep in mind.
Here's why target date funds can be excellent choices for an IRA.
Now may be the time to tweak your fixed-income holdings.
What are the longer-term implications of Russia's invasion of the largest neon supplier worldwide?
Funding IRAs and HSAs are among this month's tasks.
Manager changes at Vanguard, Oakmark, and Fidelity in perspective.
And are there any Morningstar Medalists in the group?
'It's pretty clear that the market wants to see this industry return capital to shareholders.'
Here's what to think about if you're heavy in stocks today.
Inflation protection is more concerning for some investors than others.
High-quality stocks with competitive advantages should outperform during tough markets. They aren't this year.
How have markets reacted broadly to Putin's decision here?
Vanguard Dividend Growth and four other funds that focus on high-quality stocks.
It's important to review your portfolio's equity exposures and interest-rate sensitivity.
The current market makes this decision even trickier.
Whether you're working or retired, here's how to think about your liquid reserves.
There's no one-size-fits-all solution.
The answer depends in part on your life stage.
The pros agree: Don't expect buoyant returns from U.S. stocks going forward.
Here are some practical steps for steering your portfolio through uncertain times.
These funds recently were added to the Morningstar Prospects list.
Wind up your 2021 tax year before April 18.
What is suitable now?
Morningstar’s U.S. markets strategist Dave Sekera discusses the impact of inflation and rate hikes on dividend-paying names.
Morningstar’s U.S. markets strategist Dave Sekera discusses the prospects for dividend stocks in 2022.
Income-producing ETFs are great choices for tax-deferred accounts.
These funds have recently earned their first Morningstar Analyst Ratings.
It's time to review your investments and use your tax documents to assess the health of your savings plan.
Morningstar’s U.S. markets strategist Dave Sekera shares his expectations for dividend growth and share buybacks this year.
Sustainalytics founder Michael Jantzi discusses climate change, net-zero emissions, and the role of individual investors.
Put these funds from BlackRock and T. Rowe Price on your watchlist.
Here's how to strengthen your portfolio for the years ahead.
The market's rocky start to the year surely has some investors thinking about adding protection to their portfolios.
Why calculating your spending rate isn't a one-and-done project.
How to determine how durable your portfolio is and strategies to tame stock market risk.
Here are some strategies to consider whether you're behind at age 40 or beyond.
Morningstar's chief U.S. market strategist on dividend increases, capital allocation trends, and where to find undervalued dividend payers this year.
There's plenty of opportunity for these stocks after a rough 2021.
Rebalancing is more important for some types of investors than others.
Keep an eye on inflation, interest rates, and expected spending in the year ahead.