Karen Wallace

As stocks of traditional retailers continue to founder, investors are underappreciating these versatile brands.

These are some of our favorite exchange-traded funds for investors seeking to add or augment their portfolio's international-stock exposure.

We explain some of the main reasons Morningstar equity analysts may adjust their assessment of a stock's intrinsic value.

Tax-managed funds don't guarantee tax efficiency, but they can be a good choice for taxable investors.

Apple may be fairly valued after hitting record highs, but we think these technology stocks are undervalued.

We'd love to own these stocks if they were cheaper, but they are overvalued relative to our fair value estimates.

Helping kids invest for themselves can be a great idea--just be aware of the tax rules associated with it.

We take a closer look at valuations among stocks in the Morningstar Dividend Yield Focus Index and highlight a few of the most undervalued stocks.

In this reader mailbag, we explore how grandparents can ensure they are doing more good than harm when putting money in 529 plans.

Price, Performance during different market environments, and Process are among the elements fund investors should consider.

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

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've cut or boosted the economic moat ratings and trends for more than a dozen companies, and these four firms look undervalued.

Though not the perfect fit for every situation, ABLE accounts represent important progress for people with disabilities.

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

We don't share investors' convictions in these widely held mutual funds.

PIMCO's Mihir Worah shares his thoughts on inflation expectations and current valuations in the TIPS market.

Changing expectations concerning inflation and interest rates have sent bond prices lower and yields higher in the past week.

A look at some of the pros and cons of these increasingly popular investment vehicles.

Tax-loss selling and Roth conversions are among the top ways readers plan to lessen their tax bite.

We've adjusted our take on the competitive advantages of these undervalued firms.

We highlight three exchange-traded funds that are best-of-breed, and one that falls short relative to peers.

Many banks reported good third-quarter earnings and upbeat outlooks. We check them against Morningstar analysts' expectations.

Morningstar readers share their best advice for taming college costs.

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

We take an in-depth look at the new constituents of Morningstar's index of competitively advantaged firms trading at favorable prices.

Morningstar readers will pony up extra money for good insurance, high-quality pet care, and flavorful dining.

Six foreign stocks that are selling at compelling valuations.

Many Morningstar readers think of Social Security as income, not as an asset.