In a tough week for Marsico, the firm is removed as a subadvisor on two separate funds. Also, Calamos plans dividend and mid-growth funds, Oppenheimer to close Discovery to new investors, and John Hancock ...

The bucket strategy helps tee up near-term distributions and set long-term allocations.

Why some funds' Analyst Ratings change when their managers do and others don't.

This investor is looking to better-position an inherited IRA for RMDs--and future growth.

The biggest U.S. fund firm still stands out.

Retirement beckons, and this couple has some decisions to make.

Vanguard and Fidelity are among fund shops that don't offer the accounts to those beginning to save for educational expenses.

We look for the best a category has to offer and leave the market calls to others.

A lower deficit is great longer-term news, but it could continue to hurt short-term data.

Also, Vanguard rolls out an emerging-markets bond fund, major portfolio manager departures at T. Rowe Price and FPA, Neuberger Berman to launch a China fund, and Invesco to rework its quant funds.

Gateway enhances a long-short strategy with tax efficiency.

Morningstar StockInvestor editor Matt Coffina answers some common questions about Morningstar's valuation model.

With bargains scarce, some core bond managers aren't taking too many chances.

Using a retirement account to save for college invites many potential pitfalls.

We lowered the boom on five funds.

Many let portfolio performance dictate how much they spend.

There was little economic news to spook the market this week, but next week's data could prove to be a real test.

A promotion at Heartland Advisors, former Fidelity Magellan PM Jeffrey Vinik to shutter his hedge fund, and Southeastern readies another proxy fight.

Morningstar StockInvestor editor Matt Coffina shares takeaways from this year's Berkshire Hathaway annual meeting.

BlackRock has yet to realize its full potential for fundholders.

More students with disabilities are attending college, making the need for financial planning even greater.

Morningstar measures college-savings plans' risk-adjusted performance.

A higher-than-necessary expense ratio holds this Silver-rated fund back.

Eschewing insurance? Make sure you have a viable backup plan.

Readers offer their thoughts on whether it's better to own a longtime blue chip or a leading Internet firm.

Economic data this week was slow enough to keep central bank stimulus flowing yet good enough to avert recession fears, writes Morningstar’s Bob Johnson.

A new manager for T. Rowe Price New Era, DWS fires a subadvisor, Matthews launches 2 Asia funds and makes manager changes on 2 other funds, Cohen & Steers founders pull back, and a Waddell & Reed bond ...

Funds with similar stock holdings to Warren Buffett have excelled over time.

Here are several tips for reducing your tax outlay without having to relocate.

What a comparison of a fund's trailing 12-month and SEC yields can tell us.

Yes, they offer protection against a rise in interest rates, but they also can add credit risk.

Readers say they've learned much about quality, valuation, and patience from the Oracle of Omaha.

The year-over-year data paints a very different picture than the quarter-to-quarter annualized data we got on Friday.

Bob Doll to take the helm of a Nuveen large-cap value fund, Gary Black to manage a new alts fund for Calamos, RiverPark drafts a new alts fund, and ALPS plans a tactical Asia-Pacific fund. Also, 3 new ...

Annuities providing 'equity exposure with guardrails' have taken off in popularity, but the due diligence process is a headache.

CEFs have a role in risk-tolerant portfolios.

This statistical method is designed to help improve your odds of meeting your financial goals but is not without its flaws.

Fees continue to fall, but mutual funds and indexes post better returns.

Harris Associates promotes three members of its research team to join longtime skipper Clyde McGregor on the Silver-rated fund.

The recent downdraft can serve as impetus to address asset-class imbalances and check other risk factors.

Morningstar.com readers offer their input on whether to buy it, when to buy it, and what features to seek in this complicated insurance product.

Falling prices are generally good for consumers, but is the U.S. moving into the deflationary world of Japan?

Following this rule of thumb might serve you well in case interest rates go up.

Morningstar's Christine Benz and other financial experts weigh in on what to do when a sound portfolio practice collides with an unattractive asset class.

Add inflation protection to your portfolio, sensibly.

Currency fluctuations add an extra layer of volatility.

Asset allocation is the biggest determinant of how your portfolio behaves.

Management changes at Fidelity funds, a new CIO at D.E. Shaw, TIAA-CREF rolls out a new international fund, a Gold-rated FMI fund to close, and more.