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
Top 10 Dividend ETFs for Passive Income: Morningstar, 2026
By Michael S. FischerThese funds practice very different strategies and can behave very differently from one another, Susan Dziubinski points out.
August 11, 2026
IRS Releases Trump Account Guidance for Employer ContributionsThe agency and Treasury Department are seeking comments until Sept. 25, with a public hearing set for Oct. 15.
August 07, 2026
10 Growth Stocks for Long-Term Investors to Snap Up Now: MorningstarAnxiety about AI disruption has created opportunities to buy undervalued growth stocks, analysts say.
August 06, 2026
The Fund-Investor Return Gap Is Shrinking, and Advisors HelpedAdvisors' increased focus on holistic portfolio management may have curbed trading, Morningstar's Jeffrey Ptak says.
July 28, 2026
5 Mistakes to Avoid With Asset LocationWhere assets are held — in taxable, tax deferred or tax-free accounts — really matters.
July 23, 2026
15 Biggest Wealth-Destroying Funds Over the Past 10 Years: MorningstarThe study focused on firms with the biggest increase in asset size after subtracting total inflows and outflows.
July 20, 2026
Are Dividend Stocks Right for Retirement? It Depends on Who You Ask.Suze Orman likes them. Michael Finke isn't so sure. And other experts wonder why growth stocks couldn't complement them.
July 20, 2026
10 Value Stocks for Long-Term Investors to Snap Up Now: MorningstarThese companies have predictable cash flows and smart managers, and their shares are trading on the cheap, analysts say.