Portfolio Construction
Keep up with the latest news on key elements for successful portfolio construction including asset allocation, asset management options and investment strategies.
12 Best Blue-Chip Stocks to Buy Now: Morningstar
By Michael S. FischerThe companies have market caps in excess of $100 billion, analysts note, and their stocks are undervalued.
September 22, 2026
10 Cheap Growth Stocks to Buy Now: MorningstarThese companies have become undervalued as AI-wary investors have pivoted, according to analysts.
September 21, 2026
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Fed Rate Hike Doesn't Warrant Big Portfolio Moves — Yet"I wouldn't recommend advisors make any significant changes to client portfolios at this point," a Morningstar strategist said.
September 15, 2026
New Merrill Services Help Clients Transition to Managed AccountsThe offerings enable clients to move cash and other assets in a gradual, tax-efficient way, according to the firm.
September 14, 2026
Despite Major Risks, Financial Pros Doubt AI Will Be SlowedLeaders acknowledge concerns after Anthropic's CEO called for "pacing" further AI development.
September 10, 2026
4 Ways Insurance Can Complement Traditional InvestmentsCash on hand is nice, as are stock-based assets, but today's investor shouldn't overlook the benefits that insurance offers.
September 09, 2026
The American Dream Is EvolvingThe author makes the case that typical retirement savers now favor protection over growth.
September 08, 2026
10 Retirement Savings Stats From a Record-Breaking Q2: FidelityAverage IRA, 401(k) and 403(b) balances reached record highs, the plan giant's latest analysis finds.