Karen Wallace

Investors continue to flock to index funds in droves, but they've kept the faith in some actively managed bond funds and a few strong-performing active equity strategies.

The cost of borrowing for college is rising along with the price of college itself. Here's what you need to know.

The reasons include investors' shifting preference for lower costs, the rise of target-date funds, and good ol' performance-chasing.

The VIX can tell you how uncertain financial markets are about the near future, but little more.

Don't disregard the FAFSA when planning how to pay for college.

Currency fluctuations do have short-term effects, but most long-term investors can safely tune them out.

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

The best sequence to tap your other assets will depend on your family's individual circumstances.

When markets sell off indiscriminately, it can be a great time to shop for high-quality bargains.

EBITDA can be a helpful valuation tool in some instances--just don’t mistake it for free cash flow.

Stocks in the media sector have lagged of late; we found five compelling bargains amid the sell-off.

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

If they could get an audience with the Oracle of Omaha, readers would ask about succession planning, the economy, and shrinking the wealth gap among other topics.

We examined the nearly 500 holdings in the Morningstar US Value Index and found some solid stocks at great prices, and others that look too expensive.

Panelists from Dodge & Cox, Capital Group, and Moerus Capital Management discuss where they are finding the best opportunities around the globe.

While it's true that most funds won't beat market indexes over long stretches after accounting for fees, here's a closer look at a handful of Morningstar Medalists that did.

We look at the least expensive companies in the Morningstar US Dividend Growth Index, which looks for cash-rich businesses with sustainable and growing yields.

The Fed raised rates last month, then bond prices rose. What gives?

These high-quality small-cap firms may deserve a place on your watchlist.

Many of these tax benefits phase out at higher income levels, but it could pay to check eligibility.

These high-quality dividend payers are the newest entrants to the index, and we take a closer look at three that are undervalued today.

If paying for day care is breaking the bank, these tips and tax strategies might help.

We take an in-depth look at the new constituents of Morningstar's Wide Moat Focus Index and highlight the stocks that are most attractive today.

We take a close look at TIPS and I Bonds, investment products that can help preserve your long-term purchasing power.

Despite the dour headlines, we see buying opportunities in these real estate investment trusts.

Uncertainties regarding healthcare loom large, but we think these profitable stocks are being punished too harshly.