All viewpoints
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5 myths about 529 college savings plans
Although 529 college savings plans have been around for more than 20 years, many parents don’t understand a lot about them. Learn about some of the more common myths.
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Sector investing with ETFs
You can use sector ETFs to pursue a variety of objectives. We outline three common goals for investors to consider.
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4 things fixed-income investors need to know about bond credit ratings
Prices and yields of all fixed-income investments are influenced by the borrower’s creditworthiness. But how is it measured? We examine credit ratings—how debt is rated and what it means for bond mutual fund investors.
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Comparing funds in three easy steps
With more than 10,000 funds and ETFs in the United States, side-by-side comparisons can help you cut through the clutter. Powered by Morningstar, our Fund Compare tool makes it easy.
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Market history lessons: circumstances change—behavior patterns don’t
Circumstances change, but behavioral patterns endure. Learn how lessons from the past can inform your portfolio’s present and prospective positioning.
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ETF structure trumps ETF cost—what advisors need to know
The key to ETF due diligence is to shift the focus from cost to structure. We outline a series of questions to ask about what's under the hood of any ETF.
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Another catalyst for China’s stock market: a higher profile in global indexes
An index provider is quadrupling the weighting of Chinese domestic stocks in its global indexes. We look at the implications for global markets, for Chinese stocks, and for investors.
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What to do when momentum investing stalls—and changes its stripes
Momentum investing shows shortfalls in single-factor strategies. What’s worked on the way up hasn’t always worked on the way down. Find out why—and what to do now.
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Benefits of ETFs: A second look at potential investing advantages
For advisors who may be wary of ETFs, we outline reasons why they’re worth a second look—particularly the latest generation of multifactor ETFs.
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How investing in infrastructure may stabilize your portfolio
See how infrastructure investing—utilities, energy, telecoms, REITs, and industrials—helps turn life’s necessities into a stabilizing force for portfolios.
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