Browsing Tag
Morningstar
136 posts
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
Morningstar Launches PitchBook Buyout Replication Index
The index tracks publicly traded small- and mid-cap stocks
Corporate Roundup: GWN Welcomes CEO, Morningstar Partners with SS&C Technologies
The latest news from Global Wealth Management, Morningstar, SS&C Technologies, Wilmington Trust, and more
Saver’s Match Could Solve the Retirement Savings Gap: Morningstar
Using a Morningstar model, the firm observes that the SECURE 2.0 provision could lead to higher savings among groups
Corporate Roundup: Morningstar Names CFO, Ellevest CEO Steps Down
The latest news from Morningstar, Ellevest, IRALOGIX, and more
Morningstar Lowers Retirement Withdrawal Rate to 3.7%
Morningstar credits higher equity valuations and lower fixed income yields for the decrease in its new State of Retirement Income report
Morningstar HSA Report: Lower Fees, Better Investments, But Lots of Room for Improvement
Fidelity is only provider to earn “High” ratings in both categories of new health savings account market analysis