Luck played a starring role in our ability to save: My husband and I had the good fortune of emerging from college debt-free, ...

Morningstar announced the Modern Market 100, the first framework to combine public and private equity exposure in one index.

With powerful screeners and outstanding research and analytics, it’s a solid pick for serious investors looking for pro-level tools. Morningstar has spent more than three decades helping everyday ...

The Mind the Gap study is a reminder that the biggest threat to long-term wealth isn’t always the market — it’s our own behavior. Jumping in and out of funds at the wrong time quietly erodes returns, ...

It's not easy to beat the stock market, even for professionals. But you can do well without their help by sticking with index funds, a new study says.

The Social Security trust fund could face a crucial threshold in 2033 but that doesn't mean the program's funds automatically ...

John Hancock Floating Rate Income Fund underperformed its benchmark, the Morningstar LSTA US Leveraged Loan Index, but outperformed peers in the period. Read more here.

Gold is often praised for its potential as a portfolio diversifier due to its historical tendency to enhance risk-adjusted portfolio returns. However, given its erratic short term price movements, the ...

In this episode of Investing Compass, Mark and Shani talk through whether CSL still deserves a place in Mark’s portfolio.