Karen Wallace

These three tips can help you maximize the tax benefits of 529 accounts.

These funds' portfolios face lower economic risk from exposure to fossil fuels.

Premium Exclusive: These funds' portfolios face lower economic risk from exposure to fossil fuels.

Don't be intimidated by this technical-sounding performance measure. The concept is intuitive and the data is easy to interpret.

With $116 billion in cash on Berkshire’s balance sheet you’d think nothing was beyond its reach, but asset size precludes meaningful investment in small and mid-caps.

Buying fixed-income securities of staggered maturities and holding for the long haul makes some sense, but it may not be the best way to go.

We think these companies' share prices are pricing in overly optimistic expectations.

We take a look at the pros and cons of using 529 assets for elementary and secondary private school tuition.

Passive bond funds such as these 15 Silver medalists have increasingly captured investors' attention.

These 21 highly rated index funds and ETFs offer diversified low-cost exposure to foreign stocks.

If you’re in the market for a passive core holding, these low-cost large-cap index funds are a great place to start.

A low-cost passive fund can be a great way to get smaller-cap exposure.

Take a look at Morningstar analysts' nine 'exponential technology' themes and some undervalued stocks poised to benefit from them.

After a turbulent first quarter, our equity analysts name their best ideas in every sector.

The Morningstar Wide Moat Focus Index made room for some undervalued consumer defensive stocks in March.

Six considerations for those considering an investment in municipal bonds.

A high payout ratio could be a red flag, but it doesn't always portend a dividend cut.

We highlight the cheapest stocks among the 14 new entrants to the Morningstar Dividend Yield Focus Index.

A quick rundown of how the income produced by different investment types is treated at tax time.

Cash-rich businesses with sustainable and growing yields don't often go on sale, but we found 10 bargain stocks in the Morningstar US Dividend Growth Index.

Making sure your insurance coverage adequately reflects home renovations could save you money if you file a claim.

We examined the 500-plus holdings in the Morningstar US Growth Index and found some stocks with good growth prospects selling at reasonable valuations.

If you haven't revisited the number of allowances claimed on your W-4 form lately, now is a good time to do a checkup and make needed adjustments.

When viewed through a business-cycle lens, the current economy is showing signs of both mid- and late-cycle dynamics.

We examined the nearly 500 holdings in the Morningstar US Value Index and found some appealing bargains.

Two easy-to-calculate ratios can shed light on how much you can comfortably afford when it comes to housing costs.

Our new quantitative rating identifies these small companies as having sustainable long-term competitive advantages.