Two risks for retirement spending: unanticipated early retirement and big long-term care outlays at the end of life.
The AI trade has been anything but smooth in 2026. After a strong run, investor sentiment has shifted in recent months. Many ...
Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment insights, today announced the expanded availability of its investment data on Snowflake, the AI Data Cloud company.
The impact of First Brands Group’s Oct. 5, 2025, bankruptcy filing will continue to ripple across the financial ecosystem, but one lesson for fund investors is immediately clear: Position sizing ...
Active exchange-traded fund launches had their best year in 2025, but they also saw the most mergers and liquidations. Active ETFs took in roughly $475 billion in inflows, or about one-third of the ...
Here are five of the most powerful financial freebies available to investors today. Most investors assume that selling a ...
In this article, we will look at the 8 Unstoppable Technology Stocks to Buy Now. ​On March 30, David Sekera, CFA, from ...
Morningstar research suggests that clients retiring in 2026 could start with a withdrawal rate of 3.9% and, adjusting for inflation, continue through a 30-year retirement without running out of money.
Morningstar offers a rare combination of undervaluation and sector-leading EPS growth, trading at a P/E of ~20x 2026 estimates. MORN's EV/EBITDA under 14x and FCF yield of 4.2% position it as the most ...
Back in late 2025, the RV industry got word of a new RV player on the scene. That team is Awaken RV, and when their flagship MorningStar showed its teeth, the crowd lots its cookies, so to speak. Well ...
Morningstar has announced a new AI assistant that the company has embedded within Direct Advisory Suite, its flagship advisor platform. It's currently in beta and available only to a subset of 4,000 ...