Why Broader Portfolio Diversification Has Finally Started Paying Off
Diversifying beyond the basics has helped buffer losses during this year’s bearish market.
4 Charts to Improve Your Tax Management
Here are a few tax-management best practices for advisors and investors to consider.
The Best Equity ETFs
These stock-focused exchange-traded funds all earn Gold Morningstar Analyst Ratings.
Will the Newly Retired Outlive Their Assets?
With the stock and bond markets both selling off this year, here's how the newly retired can make sure their assets last.
The Model Portfolio Landscape in 6 Charts
Illuminating the rising popularity of model portfolios.
The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Could Required Minimum Distributions Cause You to Withdraw Too Much?
The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.
and
Which Dividend Investing Strategies Are Outperforming?
High income plus high quality has made for a down-market cushion with these ETFs.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Why Dodge & Cox International Stock Is a Good Investment
The fund is outperforming its peer group this year. But that's not why Morningstar likes it.
Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.
What Does Shopify’s Stock Split Mean for Investors?
The e-commerce company’s shares will have a fair value estimate of $45 following the planned 10-1 split.
Despite Shopify’s Stock Split, Investors Should Look Elsewhere
With the company's sales slowing in a post-lockdown world, investors may be better off with Amazon shares.
What Slow but Steady Wireless Growth Means for Top Telecom Stocks
Here’s what Morningstar’s analyst thinks of AT&T, Verizon, and T-Mobile today.
3 Solid Stock Picks for an Unsteady Market
These stocks are reliable in tumultuous times.
4 Myths About Investing in Cryptocurrency
The truth about crypto's diversification value, fraud, the role blockchain technology is playing in performance, and how much it costs to trade.
When Bonds Do Not Hedge Stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
Cash as an Inflation Hedge: Revisited
The advantages of playing it safe.
How Cash Bucketing Keeps Your Retirement Spending on Track
Leaders in retirement research share how you can set a withdrawal rate that won’t leave you with leftovers.
David Lau: Taking High Commissions Out of Annuities
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.
Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The giant asset manager has dialed back exposure to these ETFs in its model portfolios.
How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
New Morningstar research highlights Big Pharma’s exposure to ESG risk. Two winners: BioMarin and Sanofi.
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.
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Mutual Funds: Commentary
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Editor's Picks
Why Broader Portfolio Diversification Has Finally Started Paying Off
Diversifying beyond the basics has helped buffer losses during this year’s bearish market.
4 Charts to Improve Your Tax Management
Here are a few tax-management best practices for advisors and investors to consider.
The Best Equity ETFs
These stock-focused exchange-traded funds all earn Gold Morningstar Analyst Ratings.
Will the Newly Retired Outlive Their Assets?
With the stock and bond markets both selling off this year, here's how the newly retired can make sure their assets last.
The Model Portfolio Landscape in 6 Charts
Illuminating the rising popularity of model portfolios.
The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.
Risk, Not Volatility, Is the Real Enemy
Grant us investors the wisdom to know the difference.
Could Required Minimum Distributions Cause You to Withdraw Too Much?
The withdrawal rules are pretty conservative, but couples with a big age disparity should be more cautious.
and
Which Dividend Investing Strategies Are Outperforming?
High income plus high quality has made for a down-market cushion with these ETFs.
Top 10 Holdings of Our Ultimate Stock-Pickers' Index
Why Dodge & Cox International Stock Is a Good Investment
The fund is outperforming its peer group this year. But that's not why Morningstar likes it.
Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.
What Does Shopify’s Stock Split Mean for Investors?
The e-commerce company’s shares will have a fair value estimate of $45 following the planned 10-1 split.
Despite Shopify’s Stock Split, Investors Should Look Elsewhere
With the company's sales slowing in a post-lockdown world, investors may be better off with Amazon shares.
What Slow but Steady Wireless Growth Means for Top Telecom Stocks
Here’s what Morningstar’s analyst thinks of AT&T, Verizon, and T-Mobile today.
3 Solid Stock Picks for an Unsteady Market
These stocks are reliable in tumultuous times.
4 Myths About Investing in Cryptocurrency
The truth about crypto's diversification value, fraud, the role blockchain technology is playing in performance, and how much it costs to trade.
When Bonds Do Not Hedge Stocks
For the first time in decades, bonds haven’t protected balanced portfolios. What to do?
Cash as an Inflation Hedge: Revisited
The advantages of playing it safe.
How Cash Bucketing Keeps Your Retirement Spending on Track
Leaders in retirement research share how you can set a withdrawal rate that won’t leave you with leftovers.
David Lau: Taking High Commissions Out of Annuities
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.
Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The giant asset manager has dialed back exposure to these ETFs in its model portfolios.
How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
New Morningstar research highlights Big Pharma’s exposure to ESG risk. Two winners: BioMarin and Sanofi.
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.
Most Requested Stock Quotes
Most Requested Fund Quotes
Most Requested ETF Quotes
Is Your Strategic-Beta ETF Secretly Picking Stocks?
Vanguard Total Bond Market ETF Is Among the Best
Do Dividend Stocks Provide Shelter From Recession?
Weekly Wrap: Tesla's Stock Split, Rising Interest Rates, and Ultrashort Bond Funds
Is Oakmark Fund Still a Good Investment?
Weekly Wrap: Inflation, Bias, and What the Experts Say About a Recession
Fidelity Puritan Fund Gets an Upgrade
Look Beyond ESG ETFs' Labels
Weekly Wrap: Gold, Fast Fashion, and Floating-Rate Funds
This Vanguard ETF Is a Great Play on a Rebound in Growth Stocks
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