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[LESS INFO] 115 VIEWS | ADDED 21:15:56 09/23/11
Fed wording, FedEx worries, and warnings from the IMF contribute to a week of hand-wringing, says Morningstar markets editor Jeremy Glaser.
Hunt: Value in Larg...
120 Views 17:30:22 09/23/11
Tocqueville's James Hunt believes that worries over European financials have created opportunities to buy firms with great cash flows and solid prospects at reason...
[LESS INFO] 120 VIEWS | ADDED 17:30:22 09/23/11
Tocqueville's James Hunt believes that worries over European financials have created opportunities to buy firms with great cash flows and solid prospects at reasonable prices.
[LESS INFO] 114 VIEWS | ADDED 14:30:33 09/23/11
With the right allocation plan, retired investors can avoid making big--and potentially costly--portfolio shifts during turbulent times.
Templeton Global Bo...
113 Views 15:45:54 09/22/11
Its long-term potential is bright, but investors looking for an anchor in volatile times might be disappointed in the fund, says Morningstar's Miriam Sjoblom.
[LESS INFO] 113 VIEWS | ADDED 15:45:54 09/22/11
Its long-term potential is bright, but investors looking for an anchor in volatile times might be disappointed in the fund, says Morningstar's Miriam Sjoblom.
A Different Approac...
113 Views 20:00:15 09/21/11
Invesco manager Scott Wolle discusses how a risk-parity strategy allows his team to avoid flaws found with traditional target-date funds.
[LESS INFO] 113 VIEWS | ADDED 20:00:15 09/21/11
Invesco manager Scott Wolle discusses how a risk-parity strategy allows his team to avoid flaws found with traditional target-date funds.
Investors should focus on what they can control to sidestep emotional and cognitive mistakes in extreme markets, says Santa Clara University finance professor Meir...
[LESS INFO] 105 VIEWS | ADDED 14:45:44 09/20/11
Investors should focus on what they can control to sidestep emotional and cognitive mistakes in extreme markets, says Santa Clara University finance professor Meir Statman.
Where Active Manage...
97 Views 19:00:09 09/19/11
Data seem to support the approach of using index funds for core positions and active management for smaller-cap and emerging-markets positions, say Ibbotson's John...
[LESS INFO] 97 VIEWS | ADDED 19:00:09 09/19/11
Data seem to support the approach of using index funds for core positions and active management for smaller-cap and emerging-markets positions, say Ibbotson's John Thompson and Larry Cao.
Some Surprises in A...
103 Views 15:45:32 09/19/11
Morningstar's Kevin McDevitt digs into a curious surge in taxable-bond fund outflows and a deceleration in U.S. equity outflows in August.
[LESS INFO] 103 VIEWS | ADDED 15:45:32 09/19/11
Morningstar's Kevin McDevitt digs into a curious surge in taxable-bond fund outflows and a deceleration in U.S. equity outflows in August.
Looking for Trouble
104 Views 21:30:11 09/16/11
You didn't need to look too far this week, says Morningstar markets editor Jeremy Glaser.
[LESS INFO] 104 VIEWS | ADDED 17:30:02 09/16/11
European banks have been sold off in lockstep, despite critical differences in quality, says the Oakmark manager.
No Truly Passive Ap...
108 Views 20:00:09 09/15/11
Morningstar's Josh Peters says that even if investors outsource stock-picking they still need to put in the work to understand why they are buying dividend stocks.
[LESS INFO] 108 VIEWS | ADDED 20:00:09 09/15/11
Morningstar's Josh Peters says that even if investors outsource stock-picking they still need to put in the work to understand why they are buying dividend stocks.
No Reason to Party,...
112 Views 15:30:54 09/15/11
The underlying trend in retail sales suggests a steady, but uninspiring, recovery rate, says Morningstar's Bob Johnson.
[LESS INFO] 112 VIEWS | ADDED 15:30:54 09/15/11
The underlying trend in retail sales suggests a steady, but uninspiring, recovery rate, says Morningstar's Bob Johnson.
Five Indexing Pitfalls
97 Views 21:30:32 09/14/11
Morningstar's Christine Benz shares her thoughts on how investors can avoid getting burned by their investments.
[LESS INFO] 97 VIEWS | ADDED 21:30:32 09/14/11
Morningstar's Christine Benz shares her thoughts on how investors can avoid getting burned by their investments.
A Wide-Moat Approac...
96 Views 14:30:11 09/14/11
Morningstar's Paul Larson explains how he narrows down the stock universe into a portfolio he thinks will beat the market.
[LESS INFO] 96 VIEWS | ADDED 14:30:11 09/14/11
Morningstar's Paul Larson explains how he narrows down the stock universe into a portfolio he thinks will beat the market.
Fidelity Magellan S...
84 Views 17:45:59 09/13/11
Even with a new skipper at Magellan, investors have better options both within and outside of Fidelity, says Morningstar's Christopher Davis.
[LESS INFO] 84 VIEWS | ADDED 17:45:59 09/13/11
Even with a new skipper at Magellan, investors have better options both within and outside of Fidelity, says Morningstar's Christopher Davis.
Target an Inflation...
137 Views 16:00:28 09/12/11
Investors should worry about income, not total wealth, when assessing their retirement needs, says Nobel laureate Robert Merton.
[LESS INFO] 137 VIEWS | ADDED 16:00:28 09/12/11
Investors should worry about income, not total wealth, when assessing their retirement needs, says Nobel laureate Robert Merton.
Morningstar's Christine Benz says investors should clean up excessive interest rate risk, overexposure to high-flying sectors, pricey funds, and unnecessary overlap.