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Morningstar
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The right — and wrong — ways to use Morningstar
Allan S. Roth
Founder
Wealth Logic
How can advisors best use the investment research firm's data to help clients?
Top-performing 2020 target-date funds
These retirement funds may all look alike, but can be very different when it comes to returns, asset allocation and expenses.
Where clients can go wrong with IRAs: Tax Strategy Scan
It pays to review the differences between traditional and Roth IRAs.
10 myths about IRA contributions: Tax Strategy Scan
Combating these misconceptions may help taxpayers maximize benefits.
Value funds with the best 3-year returns
While outpacing the S&P 500, the price tag is higher — the average expense ratio is more than 1%.
Clients’ Social Security checks might be smaller than they expect
Benefit are usually expected to replace about 40% of their pre-retirement income, but that's an average, so many people will get even less. The question is: how much less?
Morningstar expands forward-looking fund analysis
The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.
Fidelity considering changes for active managers amid outflows
The firm reported $33.9 billion in redemptions from active funds over the last year.
Top-performing stock funds since 2008 financial crisis
Growth funds have performed best over the past decade, outpacing value funds.
Worst-performing volatility funds? It’s worse than you think
Both long and short investments focused on volatility were mostly crushed lately.
See more Morningstar
