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Get answers and resources to help guide you as you learn investing basics. Featured 4 Easy Steps to Finding a Suitable ESG Fund Morningstar's ESG Screener makes it easy to find the right ESG fund.

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Stock Investing Morningstar

(5 days ago) Our stock-picking approach focuses on long-term advantages and intrinsic value. Learn about stock investing and read on to see our analysts' takes on the latest stock stories.

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Investing Classroom Morningstar

(3 days ago) Build your knowledge of investing with our self-study course covering stocks, funds, ETFs, bonds, and portfolio construction.

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Investing Insights Morningstar

(5 days ago) Get stock, fund, and ETF picks, plus personal finance advice, investing tips, and exclusive fund manager interviews. -- Chicago-based Morningstar, Inc. is a world-leading provider of independent

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Retirement Investing Morningstar

(8 days ago) As a retiree, how much can you spend in retirement without outliving your money? Read insights on how much income your portfolio will generate, bridging possible shortfalls, and steps to estimate

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What's the Best Way to Start Investing

(1 days ago) Too much financial education stays agnostic as to the best way to get started investing, holding out individual-equity investing and buying a fund as two perfectly legitimate ways to go about it.

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ESG Investing Morningstar

(9 days ago) Learn more about ESG investing and how the Morningstar Sustainability Rating can help you align your investments with your values.

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Sustainalytics: 10 Investing Themes for 2021 Morningstar

(8 days ago) Investing with global sustainability in mind. The following article is a reprint from Morningstar's ESG research partner, Sustainalytics.

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Value Investing Revisited Morningstar

(9 days ago) Alex Bryan: Value investing is an intuitive strategy—buying stocks that are trading at low valuations makes sense.Why has value underperformed for so long? Andrew Ang: I will start by

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Investing Do's and Don'ts Morningstar

(7 days ago) This is my personal investing manifesto, written in a do's-and-don'ts format. Roughly 90% of my household's investable assets reside within 401(k) plans, IRAs, or 529s.

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The Science of Investing Morningstar

(8 days ago) Style investing is a kind of factor investing, dealing with only two factors: size (large-small) and value (value-growth). A working definition of a factor is an attribute of an asset that both

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Special Report: Women and Investing Morningstar

(8 days ago) Special Report Special Report: Women and Investing We take a look at the challenges women face as investors and the steps they can take to improve their retirement outcomes.

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Is Value Investing Back for Good

(7 days ago) Kinnel: Sure, there's plenty. Two I'll mention: T. Rowe Price Mid-Cap Value is a really good fund run by David Wallack. Very much a dedicated …

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Morningstar's Guide to Life-Stage Investing Morningstar

(6 days ago) An Investing Road Map for Retirees For people in drawdown mode, tips on asset allocation, Social Security, annuities, withdrawal rates, and more. An Aggressive Retirement Bucket Portfolio (Mutual

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ESG Investing Comes of Age Morningstar

(8 days ago) Sustainable investing goes by many names, but it isn’t a passing fad or a new trend—it dates back decades and has ascended quickly in the past 10 years. What started as a rush by certain

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Where to Invest for Income Morningstar

(Just Now) A raft of companies have cut their dividends this year, leaving income investors concerned. But Morningstar's Dan Lefkovitz says there are still plenty of options out there.

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The Bucket Approach to Retirement Allocation Morningstar

(8 days ago) Investing Specialists The Bucket Approach to Retirement Allocation A diversified portfolio with various time frames can help you meet your income needs during retirement.

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Should I Start Investing With Stocks or Mutual Funds

(6 days ago) The Short Answer Should I Start Investing With Stocks or Mutual Funds? You should probably start with a fund. Here's some advice on getting started.

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How to Identify the Best Investments for Your IRA

(3 days ago) Investing Specialists How to Identify the Best Investments for Your IRA No matter your life stage or financial goals, identify the right investments for the job.

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Special Report: Investing in Strange Times Morningstar

(6 days ago) Investing in the Time of COVID-19 What Happens to Our Investing Habits in Times of Turmoil This is the opportune time to take notice of our financial habits.

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The Impact of Coronavirus for Investors Morningstar

(3 days ago) Epidemics and Investing To understand the potential impacts of an outbreak, we must make a forecast--formally or casually. This is a complex task if …

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Commodity Funds Morningstar

(3 days ago) Commodity Funds. Funds that invest in commodities, or raw materials such as oil and wheat, mainly through futures contracts.

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What Is Passive Investing

(9 days ago) The end of August marked a historic investing moment. Money invested in passive U.S. equity funds surpassed 946,059 active funds. This is a major milestone that reflects a shift in investor

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How to Invest RMDs You Don't Need Morningstar

(6 days ago) Investing Specialists How to Invest RMDs You Don't Need These five strategies allow you to deploy unused IRA proceeds in an investment- and tax-savvy manner.

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An Aggressive Retirement Portfolio in 3 Buckets Morningstar

(1 days ago) Investing Specialists An Aggressive Retirement Portfolio in 3 Buckets This stock-heavy portfolio is appropriate for retirees with long time horizons and ample risk tolerance.

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How to Invest in a Deflationary Environment Morningstar

(7 days ago) Inflation is a force to be reckoned with, too. But it's deflation that really makes economists shudder. What You Can Do As regular readers know, I'm not a big fan of going overboard in

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Why ESG Investing is About More Than Feeling Good

(4 days ago) In the last few years there has been a focus on environmental, social, and governance issues when it comes to investing. Is this just because being conscious about ESG issues makes people feel

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How to Invest Like Warren Buffett Morningstar

(7 days ago) The investing legend might take an interest in these high-quality firms if Berkshire were nimble enough. 2020 Shareholder Letter Recap: Warren Buffett on Bonds, Buybacks and Apple

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Psychology and Investing

(3 days ago) Successful investing is hard, but it doesn't require genius. In fact, Warren Buffett once quipped, "Success in investing doesn't correlate with I.Q. once you're above the level of 25.

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How Much Risk Should I Take When Investing

(6 days ago) You’re investing for a specific goal, so if your adjustments prevent you from earning a return needed to reach your goal, you’ve defeated goal-based investing’s purpose.

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Model Portfolios for Retirees Morningstar

(3 days ago) Model Portfolios for Savers and Retirees Morningstar director of personal finance Christine Benz has developed a series of hypothetical portfolios for savers and retirees.

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Is Emerging-Markets Investing Worth the Risk

(9 days ago) The road to successful investing in emerging markets is littered with potholes, speed bumps, and tolls. The risks facing investors in these markets are many and acute. Over the 10 …

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Is Value Investing Dead

(7 days ago) 4 Mid-Value Funds to Round Out a Portfolio; For another, short-handing value investing as "looking for cheap stocks" glosses over an important facet of value investing: To successfully invest in

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7 Elements of Great Investing Advice Morningstar

(Just Now) Great investing advice is visionary. Every day it seems like there’s a new investing fad or can’t-miss stock tip being pushed by pundits; all too often they’re just bad, old ideas dressed in

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The Top HSA Providers of 2020 Morningstar

(4 days ago) The Best HSAs for Investors Fidelity again represents the best HSA for investing, as it: Has strong investment options. Offers a well-designed investment menu.

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How To Incorporate Sustainable Investing Into Your

(4 days ago) Sustainable investing can also strengthen your value to clients. In an analysis of how U.S. sustainable investments fared in 2020, Jon Hale, Ph.D., CFA, head of sustainability research for the

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Bogle Had a Point on International Stocks Morningstar

(5 days ago) The first pair illustrates the conventional approach to international investing; the second depicts when emerging-market equities are substituted for those from developed markets; and the third

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There's Ample Room for Sustainable Investing to Grow in

(5 days ago) The PRI is a global organization that provides valuable resources about sustainable investing and networking opportunities for signatories. It also provides them with a …

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How to Add Impact Investing to Client Portfolios Through

(2 days ago) CDFIs & Impact Investing: An Industry Review, a report by Elise Balboni and Christina Travers, provides an in-depth introduction and overview of CDFIs. CDFIs take a …

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Who Cares About ESG Investing

(3 days ago) Sustainable investing--the use of environmental, social, and governance factors to assess investing alternatives--is often discussed in the industry, including on

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The Best HSAs for Investing in 2019 Morningstar

(6 days ago) The best HSA for investing is in a league of its own. Fidelity emerged as the front-runner, offering the best HSA for investing. It has strong investment choices, allows people to invest the first

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Vanguard Institutional Index I (VINIX) Performance

(6 days ago) ESG Investing Licensed Research Software & Data Services Morningstar Direct Morningstar Office Morningstar Advisor Workstation Morningstar Data PitchBook

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Core vs. Noncore Investments

(1 days ago) The core-holding concept has to be one of the most exciting investing ideas since Christopher Columbus started cold-calling potential backers. Okay, that's sarcasm. "Core holding" and "exciting

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Visa Inc Class A (V) Quote

(7 days ago) Learn about V (XNYS) with our data and independent analysis including price, star rating, valuation, dividends, and financials. Start a 14-day free trial to Morningstar Premium to unlock our take

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Can Interest in ESG Investing Hold Up During a Pandemic

(9 days ago) Interest in sustainable investing has grown tremendously in recent years, and our research has shown that this applies to most investors, regardless of gender or age. Given this rise in …

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Why Is Compound Interest Important to Stock Investing

(3 days ago) In addition to the amount you invest and an early start, the rate of return you earn from investing is also crucial. The higher the rate, the more money you'll have later. Let's assume that Luke

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