The Market Is All In on the Magnificent Seven. Where Should Investors Look Next? Plus, how to manage the risk of market concentration in your portfolio.

As a Higher Earner, Should You Still Make Catch-Up Contributions to Your 401(k)? There’s no upfront tax break, but a Roth 401(k) has other tax benefits down the road.

What’s on Deck for Taxes in 2026? The tax and IRA expert discusses the higher SALT tax cap, a new senior deduction, and higher retirement-plan contributions for the year ahead.

Use these top-rated ETFs and mutual funds to balance investment portfolios with out-of-whack asset allocations.

Here’s how to reduce complexity in your portfolio without sacrificing returns.

With powerful screeners and outstanding research and analytics, it’s a solid pick for serious investors looking for pro-level tools. Morningstar has spent more than three decades helping everyday ...

Plus, a look back at 2025.

From electricity costs to AI-focused corporate borrowing, these trends could drive stock and bond markets in the coming year.