Browsing Tag
Morningstar
145 posts
Morningstar is a leading global provider of independent investment research and financial services. Founded in 1984, it offers data, analysis, and tools on stocks, mutual funds, ETFs, and other investment products. The company helps individual investors, financial advisors, and institutions make informed decisions through its research reports, ratings, and investment management solutions.
Flexible Strategies Can Surge Starting Safe Retirement Withdrawals
Some approaches could raise starting withdrawals to 5.7%, finds Morningstar
Asset Location in Managed Portfolios: Don’t Leave Free Lunch on the Table
New Morningstar research details how proper asset location can save meaningful dollars during decumulation without cutting spending or adding risk
Best State 529 Plans of 2025 Rated by Morningstar
5 states repeat as Gold Medalists; 31 of 59 plans evaluated earned a Gold, Silver or Bronze rating
Lessons from Alternative Mutual Funds for 401(k) Advisors
A Morningstar expert explores how alternative mutual funds have performed and what advisors should expect with private equity in 401(k) plans
Saver’s Match Could Add $2 Trillion in Retirement Wealth: Morningstar
Model puts dollar figure on total potential gains for Americans at retirement age as result of new program taking effect in 2027
Managed Account Usage Shows Positive Impact on Retirement Savings
Participants who were on and off track for retirement both reported beneficial effects to their savings after enrolling in managed accounts
529 Day Puts College Savings in the Spotlight
Only 2 in 5 believe they are saving enough for college as more than 43 million Americans are carrying student loan debt
TDFs Top $4 Trillion Mark in 2024: Morningstar
New Target-Date Fund Landscape report shows CITs now account for 52% of TDF assets, surpassing mutual funds
Classic 60/40 Portfolio Beats Stocks-Only 83% of Years Since 1976
Morningstar’s “2025 Diversification Landscape” report finds 60/40 also tops a more broadly diversified portfolio every rolling 10-year period since 2005
Top Wealth-Creating—and Wealth-Destroying—Stocks of Past 10 Years
Morningstar portfolio strategist Amy Arnott identifies 15 big hits and big misses from 2015-2024