Introducing Morningstar Investor: See the possibilities of your portfolio. Learn More Investing as a Lifestyle Choice
Will today’s investment trends survive the bear market?
John Rekenthaler
Are Bank Stocks Undervalued?
Valuations are now closing in on recession average lows for JPMorgan, Bank of America, and other high-quality bank stocks.
Jakir Hossain
6 Things To Know About Stock Market Crashes and Downturns
The regularity of market crashes and declines is a reminder that patience is key to investing in equity markets.
Paul Kaplan
ROBO-ADVISING
Revenge of the Value-Tilted Robo-Advisors
Value investing is finally having its day in the sun, but its long period in the shadows should give robo-advisors' investors pause.
Amy C. Arnott
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6 Questions to Ask Before Hiring a Robo-Advisor
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.
Amy C. Arnott, CFA, Susan Dziubinski
SUSTAINABILITY
Is ESG’s Growth Tilt Really Necessary?
Value-oriented ESG funds do exist. Here are some picks.
Jon Hale
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.
Leslie Norton
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.
Karen Andersen
RETIREMENT
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.
Christine Benz
Are Annuities More Efficient Than Bonds?
Financial expert David Lau discusses how annuities could lead to higher returns in retirement.
Jessica Bebel
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ABCs of RMDs
When to take required minimum distributions, how to calculate them, and strategies for lowering RMD-related taxes.
Christine Benz
COMPANY SPOTLIGHT
Wide-Moat Nike Continues To Deal With External Challenges As Fiscal 2023 Begins; Shares Undervalued
We think investors are underestimating its brand strength and long-term growth prospects in China.
David Swartz
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INFLATION
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Your Inflation Toolkit
How to think about inflation, your money, and your investments.
Susan Dziubinski
Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.
Russel Kinnel
STRATEGIES FOR A DOWN MARKET
4 Stocks to Avoid
Don’t buy these hard-hit stocks. They still look overpriced to us.
Susan Dziubinski
Is It Time to Recession-Proof Your Investment Portfolio?
Here's what investors who are worried about a recession should consider today.
Christine Benz
Amy C. Arnott
Why Broader Portfolio Diversification Has Finally Started Paying Off
Christine Benz
The Best Places to Park Your Short-Term Investments
John Rekenthaler
When Everything Declines at Once
Susan Dziubinski
14 Top Stocks for Rocky Markets
Ben Johnson
Hello Risk, Our Old Friend
Russel Kinnel
3 Excellent Dividend Stock Funds
Samantha Lamas
The Role of Family and Friends in Investing Decisions
Topics
Are Bank Stocks Undervalued?
Valuations are now closing in on recession average lows for JPMorgan, Bank of America and other high-quality bank stocks.
Jakir Hossain
Your Value Fund Might Be Buying Meta and Netflix Stock
Former growth-stock darlings are now landing in the value stock bucket.
Katherine Lynch
This Company’s Shares Are Set to Benefit From the Auto Industry Revolution
Aptiv, which is helping to make cars greener and smarter, is now undervalued and trading at a 24% discount.
Sandy Ward
Morningstar's Guide to Stock Investing
Here's how our approach to investing can inform your stock-picking process.
Susan Dziubinski
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Susan Dziubinski
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6 Questions to Ask Before Hiring a Robo-Advisor
For many, digital investment advice is a fine low-cost alternative to traditional advisors. Here’s how to tell if it’s a good choice for you.
Amy C. Arnott
The Model Portfolio Landscape in 6 Charts
Illuminating the rising popularity of model portfolios.
Adam Millson
It's Time for Tax-Loss Selling
Harvesting losing positions from your taxable account can lower your tax bill and improve your portfolio.
Christine Benz
A Financial Guide on What to Do After College
Use these resources to help you set up retirement savings, tackle debt, and begin investing.
Carole Hodorowicz
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
The Best Companies to Own: 2022 Edition
These companies stand out from the competition and can be good choices for long-term investing.
Margaret Giles
Best International Companies to Own: 2022 Edition
These companies from various corners of the globe are well-positioned for the future.
Ruth Saldanha
Best Innovative Companies to Own: 2022 Edition
These companies are expected to benefit from disruptive technologies.
Sachin Nagarajan
Best Financial Services Companies to Own: 2022 Edition
What drives these firms’ competitive advantages varies by industry.
Katherine Lynch
Best Sustainable Companies to Own: 2022 Edition
We believe these companies’ strong ESG management practices give them a long-term advantage.
Leslie Norton
Alternatives Finally Bear Fruit--but Take Care
Before allocating, investors must be clear about what they're buying.
Bobby Blue
Grading the Inflation Hedges
A big win for commodities funds. Crypto, not so much.
Russel Kinnel
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.
Tony Thomas
Target-Date Fund Investing in 2022
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
Susan Dziubinski
Weakest Quarter for Fund Flows in 2 Years
Long-term mutual funds and exchange-traded funds collected just $30 billion in March 2022.
Adam Sabban
Moving to Culture 2.0
Do you have an employee retention problem? It's probably your culture.
Rianka R. Dorsainvil
The Model Portfolio Landscape in 7 Charts
What's driving their rapid growth and how we're helping make sense of it.
Jason Kephart
What's Top of Mind for Advisors When it Comes to Crypto?
Here's what Tyrone Ross, co-founder and CEO of Onramp Invest, thinks advisors should be considering.
Ben Johnson
The ABCs of Estate Planning for IRAs Under the Secure Act
A quick start guide simplifies planning choices for clients’ retirement benefits.
Natalie Choate
The Next Generation and Social Media’s Role in Financial Advice
A recent incident on TikTok shows just how easily, and willingly, the next generation will call out bad behavior.
Sonya Dreizler
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.
Christine Benz
Why Index Funds and ETFs Are Good for Retirees
Low costs and tax efficiency are obvious pluses, but so are ease of oversight and cash flow extraction.
Christine Benz
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
Susan Dziubinski
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
Christine Benz
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.
Karen Andersen
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.
Leslie Norton
The Sustainable-Investing Dividend Dilemma
How oil companies can find their way into an ESG portfolio.
Lan Anh Tran
What We Told the SEC About Climate-Related Risk Disclosures
Morningstar supports the commission’s new rule and offers suggestions to improve it.
Aron Szapiro
Do Wide-Moat Companies Carry Less ESG Risk?
The wide-moat companies that many value managers favor tend to be less prone to controversy.
Grant Slade
Alternatives Finally Bear Fruit--but Take Care
Grading the Inflation Hedges
Why Dodge & Cox International Stock Is a Good Investment
Target-Date Fund Investing in 2022
Weakest Quarter for Fund Flows in 2 Years
Are Bank Stocks Undervalued?
Your Value Fund Might Be Buying Meta and Netflix Stock
This Company’s Shares Are Set to Benefit From the Auto Industry Revolution
Morningstar's Guide to Stock Investing
How to Invest Like Warren Buffett
The Best Equity ETFs
Vanguard Total International Stock ETF Has It All
Chasing Thematic ETFs' Returns Has Set Investors Up to Fail
3 of the Best Value-Stock ETFs
Morningstar's Guide to ETFs
Are Bonds Back?
Weighting Bonds by Market Value Isn't as Bad as Some Make It Out to Be
How to Hedge Against Inflation Using I-Bonds
How the Largest Bond Funds Fared in the First Quarter
Morningstar's Guide to Fixed-Income Investing
Could Required Minimum Distributions Cause You to Withdraw Too Much?
Will the Newly Retired Outlive Their Assets?
Why Index Funds and ETFs Are Good for Retirees
Special Report: Are You Ready to Retire?
A Retirement Readiness Checklist
Does the 4% Guideline Rest on a Flawed Assumption?
The SECURE Act, RMDs, and Beneficiaries: Another Wrinkle
Could Required Minimum Distributions Cause You to Withdraw Too Much?
The 411 on 2021 Required Minimum Distributions
Morningstar's Guide to Setting Your Withdrawal Rate
6 Questions to Ask Before Hiring a Robo-Advisor
The Model Portfolio Landscape in 6 Charts
It's Time for Tax-Loss Selling
A Financial Guide on What to Do After College
Morningstar's Guide to Life-Stage Investing
4 Charts to Improve Your Tax Management
A Tax-Efficient Portfolio Makeover May Be Less Painful Than You Think
Morningstar's 2022 Tax and IRA Guide
Morningstar's Tax and IRA Guide
4 Strategies for an Organized Tax Season
4 Easy Steps to Finding a Suitable ESG Fund
What is a Stock Split?
What Is the Dow Jones Industrial Average?
Should I Start Investing With Stocks or Mutual Funds?
What to Do If Your Employer Cuts Its 401(k) Match
Do 529 Plans Have Contribution Limits?
5 Charts Tracking Recent 529 Savings Plan Trends
The College Question
A Guide to College-Savings Options
Morningstar's Guide to College Savings
How Drug Pricing Can Increase ESG Risks for Pharmaceutical Stocks
Is BlackRock to Blame for iShares’ ESG Fund Outflows in May?
The Sustainable-Investing Dividend Dilemma
What We Told the SEC About Climate-Related Risk Disclosures
Do Wide-Moat Companies Carry Less ESG Risk?
How to Use Market Turmoil to Your Clients' Advantage With Tax-Loss Harvesting
New Year, New IRS Life Expectancy Tables
The Value of Nonmonetary Returns
Say the Right Thing: How to Be a Better Ally
10 Financial Do's and Don'ts for Super Accumulators
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