Karen Wallace

The mechanics are different post-financial crisis.

These stocks have sold off as they face various headwinds, but we think they're trading at attractive valuations.

For many readers, concerns about health and happiness outweigh money fears.

Panelists at the Morningstar ETF Conference offer explanations for why the low-volatility premium exists, and whether it can persist.

Drug pricing concerns have indiscriminately weighed on healthcare stocks; these names look undervalued.

Let's put a number on how much it could cost, and how much you might need to save.

We highlight a few of the cheapest stocks in the Morningstar Dividend Yield Focus Index.

A look at some newer ways to address the problem of student-loan debt.

We outline some scenarios for Social Security that younger investors can use to determine their own savings rates.

Morningstar readers share their tips for finding the best deal on supplemental coverage, keeping healthy, and maximizing HSAs.

There are pros and cons to rolling over your retirement account when you leave a job; do some due diligence before you decide.

For some readers, gold is a necessary piece of the puzzle; for others, it's no better than iron pyrite.

We tackle reader questions about annual contribution limits, how your contribution amount could be too high, and how the match math works.

We'd love to own these stocks--if only they were cheaper.

We've added to the roster of attractively priced, competitively advantaged companies.

Morningstar readers offer their top picks for investment books.

Although stocks should play the leading role, some allocation to bonds can be beneficial.

Stocks eked out gains amid market volatility, Fed-watching, and steep valuations.

When markets sell off indiscriminately, we look for the highest-quality bargains.

We've updated our correlation matrices to see what asset class has best offset equity-market risk.

Panelists at the 2016 Morningstar Investment Conference discuss how the DOL's fiduciary rule may change the financial-services industry.

Three high-yield bond managers discuss the current state of the high-yield market and the role high yield should play in an investor's portfolio.

Morningstar readers offer graduates their best advice for securing their financial future.

Morningstar readers discuss how they decided to buy long-term care insurance and their contingency plans when a policy wasn’t an option.

Small companies have been on a roll, but these stocks still look undervalued.

Morningstar's Investor Return metric shows how well mutual fund investors have timed their purchases and sales.

Morningstar readers discuss some of the lessons they’ve learned in the market.

These sturdy bond funds ply cautious strategies designed to minimize risk.

These international funds have solid records of downside protection and competitive long-term returns, too.

These funds won't keep you up at night if you're squeamish about exposing the bulk of your assets to the market.