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Delaying Social Security benefits until age 70 offers the best return for retirees, but there are instances when it's helpful to claim as early as possible.
[LESS INFO] 30 VIEWS | ADDED 20:00:26 08/30/12
Delaying Social Security benefits until age 70 offers the best return for retirees, but there are instances when it's helpful to claim as early as possible.
No Salt in Compass'...
32 Views 16:00:36 08/30/12
Near-term headwinds pose no long-term setback for the company's low-cost advantages, says Morningstar's Elizabeth Collins.
[LESS INFO] 32 VIEWS | ADDED 16:00:36 08/30/12
Near-term headwinds pose no long-term setback for the company's low-cost advantages, says Morningstar's Elizabeth Collins.
What's the Most Eff...
32 Views 16:30:40 08/29/12
Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with port...
[LESS INFO] 32 VIEWS | ADDED 16:30:40 08/29/12
Morningstar research found that the 4% withdrawal rate is not as practical for retirees as many think, while an optimal approach combines mortality rates with portfolio performance.
Active, Passive, or...
25 Views 17:00:56 08/28/12
A successful portfolio might include components of both indexing and active fund management, says Morningstar's Christine Benz.
[LESS INFO] 25 VIEWS | ADDED 17:00:56 08/28/12
A successful portfolio might include components of both indexing and active fund management, says Morningstar's Christine Benz.
What to Ask When Lo...
15 Views 18:30:08 08/27/12
When searching for a planner, first determine your own needs, then seek answers on specific credentials, fiduciary matters, and compensation.
[LESS INFO] 15 VIEWS | ADDED 18:30:08 08/27/12
When searching for a planner, first determine your own needs, then seek answers on specific credentials, fiduciary matters, and compensation.
How to Mentally Pre...
24 Views 20:00:52 08/24/12
Understanding the role of short- and long-term investments, controlling what you can, and adopting a contrarian mindset can help investors mentally weather, and ev...
[LESS INFO] 24 VIEWS | ADDED 20:00:52 08/24/12
Understanding the role of short- and long-term investments, controlling what you can, and adopting a contrarian mindset can help investors mentally weather, and even profit from, a market downturn.
Muni CEFs Still Saf...
21 Views 16:00:23 08/24/12
Despite risks in the muni-bond market, defaults are isolated, and the diversification in muni CEF portfolios helps protect against credit problems.
[LESS INFO] 21 VIEWS | ADDED 16:00:23 08/24/12
Despite risks in the muni-bond market, defaults are isolated, and the diversification in muni CEF portfolios helps protect against credit problems.
Economy Not Over th...
10 Views 20:15:29 08/23/12
Leading indicators suggest continued, though sluggish, growth for the U.S. economy in the months ahead, says Morningstar's Bob Johnson.
[LESS INFO] 10 VIEWS | ADDED 20:15:29 08/23/12
Leading indicators suggest continued, though sluggish, growth for the U.S. economy in the months ahead, says Morningstar's Bob Johnson.
Arnott: Emerging Ma...
15 Views 15:00:13 08/23/12
The Research Affiliates chairman discusses why he see value in developing-markets bonds as well as the urgency for investors to build a 'third pillar' in their por...
[LESS INFO] 15 VIEWS | ADDED 15:00:13 08/23/12
The Research Affiliates chairman discusses why he see value in developing-markets bonds as well as the urgency for investors to build a 'third pillar' in their portfolios.
Arnott: Investors H...
24 Views 16:00:57 08/21/12
With U.S. stocks facing anemic growth in the years ahead, investors banking on 10% returns from equities should rethink their assumptions, says Research Affiliates...
[LESS INFO] 24 VIEWS | ADDED 16:00:57 08/21/12
With U.S. stocks facing anemic growth in the years ahead, investors banking on 10% returns from equities should rethink their assumptions, says Research Affiliates' Rob Arnott.
3 Reasons Your Asse...
19 Views 18:00:00 08/20/12
Tax effects, maneuvers by your active fund managers, and the global sales of multinational companies can impact your actual portfolio exposures.
[LESS INFO] 19 VIEWS | ADDED 18:00:00 08/20/12
Tax effects, maneuvers by your active fund managers, and the global sales of multinational companies can impact your actual portfolio exposures.
Making Room
30 Views 21:00:10 08/17/12
Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.
[LESS INFO] 30 VIEWS | ADDED 21:00:10 08/17/12
Google and Berkshire made room for new strategies, while others got some room to maneuver this week, reports Morningstar markets editor Jeremy Glaser.
Retail Sales Not as...
27 Views 15:00:56 08/17/12
Looking past the month-to-month volatility in retail sales reveals a trend of slow, tapering growth, with some hope for improvement in the months ahead.
[LESS INFO] 27 VIEWS | ADDED 15:00:56 08/17/12
Looking past the month-to-month volatility in retail sales reveals a trend of slow, tapering growth, with some hope for improvement in the months ahead.
Rethinking Risk Tol...
43 Views 15:00:42 08/15/12
Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of h...
[LESS INFO] 43 VIEWS | ADDED 15:00:42 08/15/12
Beyond their ability to stomach short-term volatility, investors should define their risk tolerance in terms of their actual risk capacity and the probability of hitting their retirement goals, says Morningstar's Christine Benz.
What to Watch in Te...
33 Views 19:00:00 08/14/12
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durabil...
[LESS INFO] 33 VIEWS | ADDED 19:00:00 08/14/12
Morningstar's Grady Burkett highlights the new dynamics in an increasingly mobile-driven sector, the effect of Europe woes on key players, the hallmarks of durability among social media names, and more.
Dividends' Appeal W...
31 Views 15:30:05 08/14/12
Policymakers will likely keep tax rates low, but even if current rates expire, dividend payers would still offer a superior source of income, says Morningstar's Jo...
[LESS INFO] 31 VIEWS | ADDED 15:30:05 08/14/12
Policymakers will likely keep tax rates low, but even if current rates expire, dividend payers would still offer a superior source of income, says Morningstar's Josh Peters.