Investment Strategies
Get the latest market outlook, as well as news and analysis on mutual funds, ETFs and alternative investments, all designed to help you construct a well-balanced portfolio for your clients
'Smart Money' Favors These 10 Stocks: Morningstar
By Michael S. FischerA new analysis focuses on the latest portfolios of some of the best fund managers.
May 15, 2026
These 10 Blue-Chip Stocks Are On Sale Now: MorningstarInvestors often center them in their portfolios, Morningstar notes, because the companies are leaders in their industries.
May 14, 2026
Should Your Client Take Their RMD in Stock?Clients can transfer securities to a taxable account without selling them or otherwise taking a cash distribution.
May 08, 2026
11 High-Dividend ETFs for Passive Income in 2026: MorningstarDividend yield isn't the only factor to consider, Susan Dziubinski writes.
May 08, 2026
8 Phrases That Can Win Over Hesitant ProspectsSometimes the right words can help them view the situation differently.
May 06, 2026
Oppenheimer in Hot Water for Miscategorizing CMOs: FINRAThe firm was fined $250,000 for identifying securities from private entities as government agency bonds.
May 01, 2026
Leaders Seek to Address 'Big Question Mark' Around Private MarketsAdvisors and investors need more education and also more consistent, transparent reporting, private credit executives say.
April 28, 2026
Vanguard Launches 4 Target-Maturity Bond ETF PortfoliosThe models use 10 of the asset manager's corporate bond exchange-traded funds.