Morningstar Videos

Plus, how owning too much company stock could expose your portfolio to significant risk.

What is the highest safe starting withdrawal rate? Morningstar’s latest State of Retirement Income report finds that retirees can withdraw as much as 3.7% as an initial spending rate for a 30-year horizon, factoring in current conditions such as high equity valuations and low bond yields.

Target-date funds are simple one-size-fits-most solutions for IRAs.

The tax and retirement expert considers Roths to be a ‘Swiss Army knife’ for tax planning.

Income-oriented ETFs are a great fit.

Plus, our take on Nvidia heading into earnings.

These undervalued wide-moat stocks are best suited to patient, long-term investors.

Find out which names from Morningstar StockInvestor’s watchlist are going against the grain.

Enjoy higher returns when your investments compound tax-free.

In the Investors First series, we explain why private markets are becoming a bigger part of the global economy and how investors can take part.

The tax and retirement expert shares how to get organized and implement techniques for long-term tax savings.

These popular stocks are favorite holdings among highly rated fund managers.

“Our portfolios are really, if you give us a five-year investment time horizon, deep value portfolios”

Exchange-traded funds from Vanguard and Schwab earn Morningstar’s Medalist Rating of Gold.

The tax and retirement expert discusses whether to expect an extension of the 2017 Tax Cuts and Jobs Act and strategies to benefit from low tax rates.

Predicting the path of interest rates is hard. Finding good ETFs doesn’t have to be.

These high-quality companies are solid—and their stocks look cheap.

Plus, potential tariff losers and new research on Alphabet, Amazon, and others.