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Morningstar

The Best and Worst 529 College Savings Plans of 2014

Chris Wang | Posted 10.22.2014 | Education
Chris Wang

Virtually all my friends have children, from newborns to kindergarten age. We all reminisce about the days when college was a third of the cost and wonder how the heck we will pay for our kids to go to college.

Picking Mutual Funds: What Works and What Doesn't

Dan Solin | Posted 08.13.2013 | Business
Dan Solin

All of them are vying for your business. How should you go about selecting the ones that are right for you?

College Savings Plan Benefit The Rich: GAO Report

The Huffington Post | Tyler Kingkade | Posted 01.04.2013 | College

Few families are participating in a federal program designed to help parents and grandparents save money to pay for their children's and grandchildren...

Flawed Advice for Picking Mutual Fund 'Winners'

Dan Solin | Posted 10.21.2012 | Business
Dan Solin

A 10 year record of stellar performance is not predictive of future performance. Instead, investors would be far better served limiting their portfolios to globally diversified, low-management fee index funds in an appropriate asset allocation.

Morningstar's Fund Manager of the Year: A Slippery Slope

Dan Solin | Posted 04.15.2012 | Business
Dan Solin

Clearly, investors are getting the message. Still, the overall market share of actively managed funds, as reported by Morningstar, is 85.2 percent compared to 14.8 percent. You want to be part of 14.8 percent. I call those investors the educated minority.

Three Sources of Negative Alpha

Dan Solin | Posted 09.04.2011 | Business
Dan Solin

Much of the information in the financial media is wrong or misleading. It can be difficult to separate fact from fiction, especially when the source of the information is someone with apparent credibility.

McDonald's Sales Jump Thanks To Higher Prices

Posted 07.09.2011 | Business

LOS ANGELES/CHICAGO (Lisa Baertlein and Jessica Wohl) - McDonald's Corp posted a better-than-expected 6 percent rise in April sales at established...

Clueless

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

With such an impressive background and extensive resources, many investors paid close attention to Pat Dorsey's 2010 predictions about stock market trends. Unfortunately, Mr. Dorsey was dead wrong.

DOUBLE DOWN...For Vegetarians

Posted 05.25.2011 | Chicago

With all the hype surrounding KFC's meaty and breadless "Double-Down" sandwich, it is only natural that vegetarians (and those who don't dig heart att...

The Risk of Not Understanding Risk Adjusted Returns

Dan Solin | Posted 05.25.2011 | Business
Dan Solin

If a fund takes more risk, it is more volatile and the potential for loss is increased, but the fund should yield greater returns. How can you tell how much risk your actively managed fund is taking?

Chicago Gas Prices Drop

Chicago Sun-Times | Francine Knowles | Posted 05.25.2011 | Chicago

Gasoline prices in the Chicago area are down more than 35 cents from mid-September and aren't expected to spike again over the next few months. The a...

Stocks In Longest Funk Since 1970s

Wall Street Journal | E.S. BROWNING | Posted 05.25.2011 | Business

Over the past 200 years, the stock market's steady upward march occasionally has been disrupted for long stretches, most recently during the Great Dep...

What's Bill Gross Up To?

L.A. Observed | Marc Lacter | Posted 05.25.2011 | Business

When the subject of interest rates and inflation creeps up - as it has with today's higher-than-expected consumer price index numbers - Bill Gross can...