Medalist funds, those that receive Gold, Silver, and Bronze Analyst Ratings, are likely to outperform their category peers and benchmarks on a risk-ad...
Fixed-income investments are still necessary, but with tight credit spreads right now, obtaining extra yield carries heavy risks, says Zebra Capital c...
Retirees should be aware of how costs can eat into their portfolio balances, and consider making withdrawal adjustments every year, says Morningstar's...
Equity investors looking for higher returns should consider low-volatility, less liquid stocks, which outperform their higher-risk peers over the long...
Investors unnecessarily move between asset classes at the wrong time, effectively upending their portfolios' ideal allocations, says Morningstar's Joh...
Technological and industrial innovation are laying the foundation for a surge in growth in the United States, according to University of Chicago profe...
Retirement-plan investing patterns have moved closer to what experts say are ideal asset allocations, but pre-retirees remain more inactive than they ...
St. Louis Federal economist Kevin Kliesen weighs the tailwinds of consumer spending, a housing recovery, and corporate cash hoards against the headwin...
Recent Morningstar research shows that while some buys exist across the equity fund universe, many areas, such as dividend-paying stocks, are close to...
The financial crisis proved that tumultuous events can and do happen, and investors need to keep a long-term perspective in a market that is incredibl...
Morningstar's Russ Kinnel tackles common questions related to our qualitative fund ratings system and details how Morningstar's analysts help investor...