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
12 Things That Set Top-Performing Wealth Managers Apart
By Michael S. FischerNew research on 2,385 advisors sorts out the best practices.
May 29, 2026
10 New Retirement Savings Stats: FidelityBoth 401(k) and 403(b) savings rates set records, research finds, while IRA contributions also reached new highs.
May 27, 2026
'Smart Money' Favors These 10 Stocks: MorningstarA new analysis focuses on the latest portfolios of some of the best fund managers.
May 21, 2026
How Guaranteed Income Streams Can Help Retirees Preserve AssetsAccess to such options as defined benefit pension income may mitigate future financial shocks, research finds.
May 19, 2026
High-Net-Worth Women Open to Alts if Advisors Recommend Them: SurveyTheir long-term approach to investing aligns well with alternative investments, Brookfield reports, but only 44% invest in them.
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
PRO
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.