MorningstarAdvisor

Economically Rational Holiday Shopping

Thu, 20 Oct 2011 06:00:00 CST

Understanding how the concepts of economic waste and self control apply to gift-giving could bring some welcome rationality to the holiday season.

Managing Behavior in a Volatile Market

Thu, 20 Oct 2011 06:00:00 CST

New survey analysis will look to identify key primary and secondary behavioral biases to give advisors a leg up on managing them.

Indexer? Valuation Still Matters

Tue, 18 Oct 2011 15:58:00 CST

The relationship between indexing and efficient-market theories is more nuanced than many believe.

Advisors and the Emotional Burden

Tue, 18 Oct 2011 06:00:00 CST

Promoting optimism doesn't require knowing exactly how to solve a client's problems--it just requires having the faith that we will.

Pullback Hasn't Put All Stocks on Sale

Sun, 16 Oct 2011 15:16:00 CST

Despite falling stock prices over the last three months, these names are still too richly valued.

Four Attractive, Unique CEFs for Income Potential

Fri, 14 Oct 2011 15:27:00 CST

We take a look at Build America Bond closed-end funds.

Recharacterization Riddles

Fri, 14 Oct 2011 06:00:00 CST

How Roth recharacterization works with minimum distributions, spousal rollover, death, tax return due date, and the 30-day waiting period.

FPA Nabs Ex-Oakmark Vets to Launch Foreign Fund

Thu, 13 Oct 2011 13:58:00 CST

Fairholme halves its Regions stake and more.

Gift Giving Strategies for 2011 and 2012

Thu, 13 Oct 2011 06:00:00 CST

Planning opportunities and considerations for high net worth clients.

Capture Documents While on the Road

Thu, 13 Oct 2011 06:00:00 CST

Portable scanners have come a long way from their bulky, heavy, and power-hungry counterparts of the past.

The Virtues of Dividends

Wed, 12 Oct 2011 06:00:00 CST

In today's conditions, high-payout stocks have the ability to offer something cash, money markets, and bonds can't: real return.

Surveying the Damage in 2011

Tue, 11 Oct 2011 16:51:00 CST

Most stock funds are suffering, but the averages don't tell the whole story.

Can a New Shop Recapture Old Magic?

Mon, 10 Oct 2011 13:33:00 CST

RiverPark's founders apply the lessons they learned at Baron Capital to their own slate of funds.

Closed-End Funds: Avoid the Relevance Paradox

Mon, 10 Oct 2011 06:00:00 CST

Follow these rules to avoid CEF disappointment.

What to Look for in Third-Quarter Earnings

Sun, 09 Oct 2011 02:24:00 CST

As corporate earnings come rolling in, keep an eye on these issues to see how the economy is really performing.

Eldorado Is the Gold Standard

Fri, 07 Oct 2011 14:28:00 CST

Eldorado Gold is one of the few gold miners that enjoys an economic moat.

For Two Funds, 2011 Is Not Deja Vu All Over Again

Fri, 07 Oct 2011 13:39:00 CST

Two stock funds that trailed most of their peers in 2008 have beaten most of them in the recent sell-off.

Loomis Sayles Floats In Late

Thu, 06 Oct 2011 14:30:00 CST

Plus, Perkins tries its hand at a global all-cap strategy and more.

ETF Spotlight: Vanguard Mega Cap 300 Index ETF

Thu, 06 Oct 2011 14:17:00 CST

A low-cost core building block

A Prisoner of Pricing

Thu, 06 Oct 2011 06:00:00 CST

The very strategies that aging investors should be deploying today--shorter-maturity bonds and dividend-paying stocks--are precisely the ones the fund industry can't offer efficiently.