The Long View

Two financial planners share tax-smart strategies for before and during retirement.

The GMO co-founder weighs in on bubbles, AI hype, environmental issues, and where investors can find better values.

The veteran Fidelity Contrafund stock-picker on why earnings drive returns, how he evaluates management teams, and what separates lasting winners from early rocket ships.

Morningstar’s Manager Research team has cast its gaze on a newer class of funds that aims to widen investors’ access to private markets. We discuss the process the team plies in doing its due diligence on these funds, their prospective risks and rewards, and the overarching objective of the team’s research—sending clear and actionable signals to investors.

Author and educator Kathleen Rehl discusses widowhood, estate planning, and finding purpose in later life.

Morningstar’s first fund analyst reflects on investing culture, stewardship, and long-term thinking.

A flat-fee financial advisor and columnist discusses why less complicated portfolios are usually best, how he addresses inflation risk in client portfolios, and his biggest worry for new retirees.

The author and creator of ‘the 4% rule’ discusses the pros and cons of various withdrawal strategies and key risk factors facing retirees today.

The author of a new book about investing discusses the ‘automatic investing revolution,’ what investors can learn from past bubbles, and the role of complacency in today’s market environment.

The international value investor and Moerus co-founder on the importance of conviction, survivability, risk aversion, industry structure, and opportunities for value investors in today’s market.

The noted economist on the impact of supply shocks, the origins of the Sahm rule, why she thinks the Fed will remain in a holding pattern on rates, and more.

BlackRock’s head of model portfolio solutions for the Americas and lead portfolio manager for target-allocation models discusses the growth of model portfolios, the current macroeconomic and market environment, and recent refinements to the risks his team is taking.

An eldercare attorney discusses how older adults can navigate estate-planning decisions, common misconceptions about long-term care, and why age 75 is a prime time to reassess housing choices. 

The retirement researcher weighs in on in-retirement asset allocation and the best ways to address sequence risk and shares his favorite retirement-spending system and longevity calculator.

Morningstar’s former head of equity research on what investors get wrong with moats, what to look for in company management, why quantitative screens are less useful than they were, and the process he uses to filter out signal versus noise.

A high earner chronicles his ‘trifecta of financial mistakes’ and finding his financial footing after age 50.

The author and retirement expert shares a punch list for near-retirees, how to play catch-up on retirement savings, and why she has changed her mind about long-term-care insurance.

Two retirement specialists discuss best practices in retirement-income planning, harnessing mental accounting for the good,  and the role of annuities and alternative assets in defined-contribution plans.

The bestselling author and financial advisor on why sabbaticals can be life-changing, why health matters more than money, a flat tax for IRAs, and more.

PitchBook’s principal fund strategies analyst provides a lesson in the parlance of private markets as they open to a broader spectrum of investors.