Karen Wallace

Karen Wallace, CFP® is Morningstar’s former director of investor education.

More From Karen Wallace

Mid-caps offer great risk/reward potential, but check your existing weightings before buying a dedicated fund.

These funds were among the best performers during the recent stock-market plunge--but there are other ways to play defense.

These moaty firms all have stable or growing competitive advantages, and are trading near our buying range.

Finding the right share class for you depends on a mix of factors, including your time horizon and investable assets.

Stocks eked out gains amid Fed-watching, continued mergers and acquisitions, and the ongoing Greek debt crisis.

Our fund analysts discuss their highest-conviction bond, dividend, and other equity fund picks amid a challenging investment landscape.

Though not a perfect measure, duration can help you get a handle on bonds' interest-rate sensitivity.

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