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The Top Funds for a Simpler Retirement Portfolio

For retirement savers and retirees, Christine Benz highlights all-in-one funds and core funds that can serve as building blocks for a streamlined portfolio.

The Best Equity ETFs

These exchange-traded funds that invest in stocks earn Morningstar’s top rating.

10 New 5-Star Stocks This Week

Sanofi and LPL are now seen as significantly undervalued.

Christine Benz: 5 Investments You Don’t Really Need

More holdings don’t necessarily mean better diversification. Here’s what to skip and which core building blocks every portfolio should have.

4 Key Questions for Investors to Ask at the Start of Q4

And why today’s biggest market stories may be distractions.

10 Wide-Moat Stocks to Buy That Look Cheap Today

These are among the most undervalued wide-moat stocks.

The Best REITs to Buy

These 12 undervalued REIT stocks look attractive today.

14 Elite Funds and ETFs, and 5 Popular Funds That Just Missed the Mark

Russ Kinnel shares investment ideas from his annual Thrilling Funds list and discusses how he screens for quality investments in a sea of options.

Markets Brief: Are We in an Earnings Bubble?

A look at the durability of the earnings boom ahead of Q3 results. Plus, is AI really crowding out Treasuries, and more blurring between growth and value stocks.

Why Are Some of the Strongest Stocks Struggling This Year?

Plus, other highlights from the latest issue of Morningstar magazine.

A High-Quality Stock to Buy Before Its Big Discount Disappears

Now trading 17% below fair value, this wide-moat stock looks like a bargain after pulling back.

This Overlooked Asset Class Is Getting an AI Boost

Recent gains have sparked renewed interest in convertibles. Here’s what to know about their unique risk/reward profile before investing.

2 Value Stocks to Buy at a Discount

Why an agricultural equipment stock and a healthcare name still look attractive today.

Why the Bond Market Sold Off in Q3—Will the Losses Continue in Q4?

Sticky inflation and the AI borrowing boom are driving yields upward with no signs of slowing.

10 Books Amy Arnott Recommends to Help You Understand Money and Markets

These titles from The Long View podcast explore how markets work, how wealth is built, and how to navigate retirement and family financial decisions.

The Best Small-Cap ETFs

How to find opportunities in a shifting landscape.

This Stock Is Outperforming the Market yet Still Looks 39% Undervalued

Improving fundamentals and industry trends could fuel further gains.

The Best Energy Stocks to Buy

These seven undervalued energy stocks look attractive today.

Actually, AI Is Boosting Interest Rates, Not Inflation

The conventional wisdom misses the role of the Fed.

When Diversification Doesn’t Tame the Ride

Low concentration doesn’t necessarily mean lower risk.

Best- and Worst-Performing Stocks

Palantir and Strategy rank among the best stocks in Q3 2026, while the worst include KLA and Corning.

Why Broadcom Stock Is Worth $650

Morningstar’s analyst unpacks Broadcom’s current valuation, what the market is missing, and the risks investors need to watch out for.

Our Best Investment Portfolio Examples for Savers and Retirees

This collection of Morningstar model portfolios from Christine Benz can help investors build portfolios to reach their financial goals.

If a Parent Won’t Move, You Might Have to Let Them ‘Fail at Home’

Financial planner Elliott Appel discusses difficult housing decisions, setting limits, and helping a parent without burning yourself out.

The Best Short-Term and Ultrashort Bond Funds and ETFs to Buy

These funds and ETFs earn top ratings from Morningstar in 2026.

Helping With Your Parents’ Finances? Think Twice Before Joining Their Bank Account

Financial planner Elliott Appel explains the risks of joint accounts and offers practical ways to help aging parents manage everyday financial tasks.

ARK Venture Adds an Exit Door. Will Anyone Be on the Other Side?

A new tokenized share class allows shareholders to sell outside the fund’s quarterly windows, but the fund’s fees and private-company valuations stay the same.

Your HSA Needs a Succession Plan

Health savings accounts offer a trifecta of tax benefits, but they’re less valuable after an account owner dies.

41 New 4-Star Stocks This Week

Bank of America and Wells Fargo are among the stocks that fell into undervalued territory.

4 Stocks to Buy Before They Bounce Back

Plus, stocks we do and don’t like after earnings.

2 Defensive Stocks to Buy While the Price Is Right

After a pullback, a consumer staples giant finally looks attractive, while a well-known food stock trades at a 25% discount to fair value.

Higher Rates Have These Top Stock Fund Managers Taking a More Defensive Stance

That means avoiding companies with too much debt and adding exposure to high-dividend stocks like financials.

Nvidia’s Immense Dividend Hike Puts Dividend Growth Stocks in the Spotlight

Companies growing their dividends have posted strong returns this year. Why is that?

Inflation Is Peaking and Will Fall, BlackRock’s Rieder Says. Here’s Why

He makes the case for Japanese government bonds, European credit, and US investment-grade bonds.

The Best AI Stocks to Buy Now

Artificial intelligence stocks maintain their allure, thanks to industry momentum and appealing valuations.

13 Newly Overvalued Stocks This Week

Micron and SK Hynix are among the stocks now rated as expensive.

An IRA Strategy That Lowers Your Tax Bill

Christine Benz talks with tax expert Ed Slott about how qualified charitable distributions can reduce your taxes, satisfy required minimum distributions, and do good.

Ask the Analyst: Is Now a Bad Time to Invest New Money?

Think about your goal and time horizon when deciding whether to invest during an uncertain economic environment.

Smart Investor: The Fund Managers Dialing Back Risk, Rieder on Inflation, and Questionable Tokens

We wrap up our coverage of the markets and the week.

Don’t Make This Mistake When Chasing Higher Bond Yields

Plus, nine bond ETFs that Morningstar analysts like.

What’s the Difference Between the CPI and PCE Indexes?

Inflation is top of mind for investors, but there’s more than one way to measure consumer prices.

7 Charts on Q3 Market Highlights: Stocks Tread Water While the Bond Market Shudders

The AI trade cooled and bond yields soared to multi-decade highs.

Alphabet: Gemini 4 Argon Launch Brings Alphabet Back to the Frontier Model Race

We still believe that the market is underestimating Alphabet’s full-stack artificial intelligence opportunity and see shares as undervalued.

Robin Wigglesworth: Why Bonds Are Behind Every Financial Boom and Bust

The Financial Times journalist and author of ‘A Fabulous Debt’ explains how bonds accelerate economic growth but have also contributed to some of history’s most significant financial crises.

My Favorite Active ETFs

Good managers are now available in cheaper, more tax-efficient wrappers. These 13 active ETFs all have Morningstar Medalist Ratings of Gold.

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