ADVISOR / ADVISOR

Morningstar Advisor - April/May 2013

Thu, 21 Mar 2013 16:18:49 -0400

Your digital edition of Morningstar Advisor - April/May 2013 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - April/May 2013
- Contents
- Contributors
- Letter From the Editor
- The Pursuit of Happiness and Financial Advice
- What Strategies Do You Use to Control Risk?
- Driven to Succeed for Clients and Family
- How to Assess a Portfolio’s Bond Risk
- Luck, Skill, and Investing
- Investments á la Carte
- Investment Briefs
- Investing’s No- Brainers Have Costs
- A Defensive Ride
- Risk On/On Risk
- The Risk of Being Overconfident
- Year of Living Dangerously
- The Risk-Parity Approach
- A Guide to Mutual Funds Running Risk-Parity Strategies
- What Moats Tell Us About Risk
- Risk’s Wake-Up Call
- Seeing Is Believing
- Why Investors Lag the Returns of Their Funds
- Liquidity Signals
- Pump Them Up
- Golden Oldies Keep on Truckin’
- Our Favorite Mutual Funds
- 50 Most-Popular Equity ETFs
- Undervalued Stocks With Wide Moats
- Our Social Blind Spot

Morningstar Advisor - February/March 2013

Fri, 25 Jan 2013 20:50:54 -0500

Your digital edition of Morningstar Advisor - February/March 2013 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - February/March 2013
- Contents
- Contributors
- Letter From the Editor
- Social Media, the Old- Fashioned Way
- Do You Use Active Strategies?
- Youth Appeal
- How to Buy the Unloved 2013
- Morningstar Managers of the Year
- Investments á la Carte
- Investment Briefs
- Approaches to Absolute-Return Investing
- In Agriculture, It’s Good to Be Strong
- Yes, There Are Good Active Funds
- The Decoupling
- Where It Could Pay to Be Active
- The Active Fund That Defies Obsolescence
- The Epitome of an Active Manager
- Lines of Communication
- The Existence of Market Timing ‘Intelligence’
- A Route to Commodities that Bypasses the Futures Market
- Best Positioned for Health-Care Reform
- Diversified Stock Funds That Earn Their Stars
- Our Favorite Mutual Funds
- 50 Most-Popular Equity ETFs
- Undervalued Stocks With Wide Moats
- A Twisted Debate

Morningstar Advisor - December 2012/January 2013

Tue, 27 Nov 2012 21:00:47 -0500

Your digital edition of Morningstar Advisor - December 2012/January 2013 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - December2012/January 2013
- Contents
- Contributors
- Letter From the Editor
- What Stands Between Me and Stupid
- Why Do You Use Dynamic Funds of Funds?
- Serving Clients and Community
- How to Pick an ETF Managed Portfolio Strategy
- Tactical View of Risk
- Investments á la Carte
- Investment Briefs
- Unbundling ETF Managed Portfolios
- Risks Loom Over Telecom Industry
- Outsourcing Asset Allocation
- ETF Managed Portfolios on the Rise
- Age-Based Options Take Over 529 Industry
- How the Landscape for Advisors Is Changing
- Mark Egan Embraces Volatility
- Alpha, Beta, and Now … Gamma
- Performance Gaps
- Gains in Momentum
- Companies Where Management Teams Add Value
- Our Favorite Mutual Funds
- 50 Most-Popular Equity ETFs
- Undervalued Stocks With Wide Moats
- The Once and Future King

Morningstar Advisor - October/November 2012

Thu, 27 Sep 2012 19:20:42 -0400

Your digital edition of Morningstar Advisor - October/November 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - October/November 2012
- Contents
- Contributors
- Letter From the Editor
- Ill Communication
- Do You Use Factor-Investing Strategies?
- Practicing What She Preaches
- How to Determine the True Price of ETFs
- The Quant Factor
- Managers Dispute the Death of Equities
- Investments á la Carte
- Investment Briefs
- Five Inconvenient Truths of Manager Research
- Health Care’s Outlook Clarifies
- Exploring the World of Factors
- Uncloaking the Alpha Machine
- Factor Strategies Gain Footholds in Practices
- Big Mo
- Fitting Factors Into the Formula
- Clients Have a Friend in Luther King
- Less-Liquid Holdings Mean More-Solid Results
- Retirement-Withdrawal Strategies Quantified
- Amid Turmoil, Don’t Discount Foreign Equities
- Our Favorite Mutual Funds
- 50 Most-Popular Equity ETFs
- Undervalued Stocks With Wide Moats
- Should I Stay or Should I Go?

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Morningstar Advisor - August/September 2012

Thu, 26 Jul 2012 12:04:27 -0400

Your digital edition of Morningstar Advisor - August/September 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - August/September 2012
- Contents
- Contributors
- Letter From the Editor
- How Much of the Behavior Gap Is Your Fault?
- What’s Your View of the Muni-Bond Market?
- A Balanced Life
- How to Get to Know EMMA
- A Strong, Robust Fund Business
- Dividend Investing Abroad
- Four Picks for the Present
- Investment Briefs
- Fund Expenses Through the Decades
- Autos on Comeback Track
- Lessons From the Muni-Bond Rebound
- Municipal-Bond Landscape Shifts
- Municipal Bonds 101
- A Tale of Two Cities
- Unraveling the Mysteries of Money
- Small Companies Mean the World to Him
- The Chinese Art Market and the Origin of Bubbles
- The Myth of the Dumb Investor
- Stocks That Can Stand the Heat
- Our Favorite Mutual Funds
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- The War on Savers

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Morningstar Advisor - June/July 2012

Tue, 22 May 2012 09:26:03 -0400

Your digital edition of Morningstar Advisor - June/July 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - June/July 2012
- Contributors
- Letter From the Editor
- Be Worth Remarking About
- How Important Is Stewardship?
- From West Point to Points East
- Where a Fund’s Secrets Lie
- Getting Fund Directors on Board
- Managers Prep for Housing Rebound
- Four Picks for the Present
- Investment Briefs
- A Hedge Against Career Risk
- Natural Gas Reaches Capitulation
- Family Matters
- How Good Stewardship Predicts Superior Performance
- Stewardship Goes Back to the Fundamentals
- On the Go for Fixed Income
- Where Shareholders Ride First Class
- Dangers Lurk in Exchange-Traded Notes
- Stocks on Sale in a Strong Market
- A Good Steward Is Easy to Find
- Our Favorite Mutual Funds
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- Buffett Rule’s Biggest Losers

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Morningstar Advisor - April/May 2012

Thu, 22 Mar 2012 08:43:11 -0400

Your digital edition of Morningstar Advisor - April/May 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - April/May 2012
- Contents
- Contributors
- Letter From the Editor
- We’re Too Smart
- How Do You Use Alternatives?
- Taking the Lead
- How to Find Economic Moats
- The Beauty of Currencies
- No Clarity on Bonds
- Four Picks for the Present
- Investment Briefs
- Performance Chasing, Evaluated
- Technology’s Slim Pickings
- How Much Is Enough?
- The Fear Bubble
- Three Traits of a Successful Long-Short Equity Manager
- Why Absolute-Return Funds Fail to Deliver
- An Economist’s Response to Crises
- Undiscovered in Plain Sight
- Untangling ETF Tax- Efficiency Myths
- Central Banks Driving the Gold Rush
- U.S. Industrials Could Add Some Magic to Europe-Weary Portfolios
- No-Hesitation Allocation Funds
- Our Favorite Mutual Funds
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- The Greatest Story Ever Told

Morningstar Investor Conference 2012

Fri, 16 Mar 2012 13:49:02 -0400

Your digital edition of Morningstar Investor Conference 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

Morningstar Advisor - February/March 2012

Fri, 27 Jan 2012 09:59:10 -0500

Your digital edition of Morningstar Advisor - February/March 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - February/March 2012
- Contents
- Contributors
- Letter From the Editor
- Make a Difference Stories, Not Debates
- How Concerned Are You About Europe?
- Analytical and Independent
- What to Ask When a Fund Manager Leaves
- Past, Present, Future
- Have Financials Gotten Cheap Enough?
- Four Picks for the Present
- Investment Briefs
- Tactical Funds Miss Their Chance
- Specialty Retail: Ad Hoc Opportunity
- How Europe Is Making Its Crisis Worse
- Impact on U.S. Economy Will Be Minimal
- European Banks: Bargains or Value Traps?
- Don’t Count the Euro Out Yet
- Europe on the Brink
- GoodHaven Realizes Its Vision
- How Index Trading Increases Market Vulnerability
- Nonlisted REITS: Handle With Care
- Safety Picks for the Many Moods of Mr. Market
- On the Prowl for Large- Blend Index-Beaters
- Our Favorite Mutual Funds
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- The Math That Matters

Morningstar Advisor - December/January 2012

Thu, 17 Nov 2011 14:46:11 -0500

Your digital edition of Morningstar Advisor - December/January 2012 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - December/January 2012
- Contents
- Contributors
- Letter From the Editor
- Seduced by Complexity
- Is China Exposure Important for a Portfolio?
- A Niche Built on Trust
- How to Find Your Client’s Investment Style
- Taking the Long View
- Consensus on Europe Elusive
- Four Picks for the Present
- Investment Briefs
- Is Perception Reality for Active Managers?
- Be Alert for Basic-Materials Bargains
- Investment Boom Unsustainable
- Digging Moats in China
- Where China’s Domestic Companies Stand to Benefit
- Arising Opportunities
- China Strong Long Term
- From Currency Manipulation to International Acceptance
- The Keys to China’s Fortune
- Wedgewood’s Lessons Pay Off
- Reading the Evidence on Indexing
- Scouting for Investments Abroad
- Yield, Please (Hold the Europe)
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- China Fund Managers Eat Elsewhere

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Morningstar Advisor - October/November 2011

Fri, 23 Sep 2011 10:30:40 -0400

Your digital edition of Morningstar Advisor - October/November 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - October/November 2011
- Contents
- Contributors
- Letter From the Editor
- The Emotional Burden
- Where Are You Going for Yield?
- Ahead of the Curve
- How to Use a ‘Collar’
- Why Dividends
- Is Bond Investing All Uphill From Here?
- Four Picks for the Present
- Investment Briefs
- The Risks of Stretching for Yield
- For Banks, Uncertainty Reigns
- The Virtues of Dividends
- How Well Do You Know Templeton Global Bond?
- The Case for Dividends in Emerging Markets
- Finding Refuge in Value
- Swift, Smooth, and Silent
- Crack Open Closed- End Funds to Avoid the Relevance Paradox
- Getting Beyond Labels in the ‘To vs. Through’ Debate
- Handling the Headwinds
- Bonds, Short-Term Bonds
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- A Prisoner of Pricing

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Morningstar Advisor - August/September 2011

Mon, 15 Aug 2011 13:27:27 -0400

Your digital edition of Morningstar Advisor - August/September 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - August/September 2011
- Contents
- Contributors
- Letter From the Editor
- Simplicity and Design Matter
- Do You Use ETFs Strategically or Tactically?
- The Institutional Way
- How to Analyze an ETF
- Eyeing ETFs’ Next Chapter
- Small-Cap/Large-Cap Flip-Flop?
- Four Picks for the Present
- Investment Briefs
- Morningstar Investment Conference
- Pitfalls of Peer Groups
- A REIT Recovery, With a Catch
- Turning Fund Distribution on Its Head
- Here Come ETF Managed Portfolios
- Circle These Picks Amid the Crop of New ETFs
- ETF Analyst Favorites
- Beware, the Accidental Portfolio Manager
- It’s the Destination, Not the Vehicle
- New Growth, Rooted in Experience
- Better Ways to Look at ETFs
- How to Better Manage Your Clients’ Future(s)
- More Bargain Than Bubble
- Cheap, Local, and On a Roll
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- First-Quarter Assets Hit an All-Time High
- You Say You Want a Revolution?

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Morningstar Advisor - June/July 2011

Fri, 27 May 2011 14:09:35 -0400

Your digital edition of Morningstar Advisor - June/July 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - June/July 2011
- Contents
- Contributors
- Letter From the Editor
- Questions for the Secret Society
- Are 529 Plans a Useful Tool for Clients’ College-Savings Goals?
- Taking the Lead
- How to Sell Covered Calls
- The College-Savings Challenge
- Time to Play Defense?
- Four Picks for the Present
- Investment Briefs
- Careful What You Wish For
- Caution in Utilities After Japan Crisis
- Blossoms and Thorns in the 529 Garden
- Lower Fees, Competitive Returns Help More 529s Make the Grade
- Morningstar Grades 529 Plans
- 529 Risks Include the Political
- Researching 529 Plans Made Easy
- How Closed-End Funds Are Born
- Boutique Within a Bank
- The Inefficient Pricing of Moats
- More Steak Than Sizzle
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- The Dangers of Demonizing

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Morningstar Advisor - April/May 2011

Mon, 28 Mar 2011 12:49:02 -0400

Your digital edition of Morningstar Advisor - April/May 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - April/May 2011
- Contents
- Contributors
- Letter From the Editor
- The Debate That Matters Most
- What Can the Mutual Fund Industry Do Better?
- Cool Logic, Warm Intent
- How to Start a Mutual Fund
- Owner and Operator
- Middle East Revolts Roil Oil Markets
- Four Picks for the Present
- Investment Briefs
- How We Improve Our Odds of Picking Outperformers
- Health Care Survived 2010, but Investors Want Proof
- The Global Fund-Leadership Playoffs: Europe vs. the United States
- U.S. Fund Investors Have It Good
- U.S. Fund Firms Learn to Speak UCITS
- Balancing Act
- The Tamer Ride
- Investors Lend a Hand
- Healthy, Wealthy, and Wide
- Foreign Funds That Win at Concentration
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- VAs Finish 2010 With a Solid Gain
- Buying Good Funds, Poorly

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Morningstar Advisor - February/March 2011

Wed, 02 Feb 2011 12:58:56 -0500

Your digital edition of Morningstar Advisor - February/March 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - February/March 2011
- Contents
- Contributors
- Letter From the Editor
- First, Do No Harm
- Do You Use Active or Passive Investment Strategies?
- Best of Both Worlds
- How to Build an Index
- Accountable Investor
- Nice Guys Finish First
- Four Picks for the Present
- Investment Briefs
- A New Guardrail Against Risk
- Tech Loosens the Purse Strings (a Bit)
- It’s More About Costs Than Active or Passive
- Play Your Stars
- In Between Active and Passive
- Selling Beta as Alpha
- The Weighting Game, and Other Puzzles of Indexing
- Leaving the Nest
- Redefining Credit Risk
- Another Vote for Market-Based Credit-Risk Measures
- Big Opportunities in Small-Cap Stocks
- Benchmarks? What Benchmarks?
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- VA Sales Slide, but Assets on the Rise
- Indexing’s Lunatic Fringe

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Morningstar Advisor - December 2010/January 2011

Mon, 22 Nov 2010 14:47:46 -0500

Your digital edition of Morningstar Advisor - December 2010/January 2011 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - December 2010/january 2011
- Contents
- New on morningstaradvisor.com
- Contributors
- Letter From the Editor
- What Strategies Do You Use to Help Retirees Hedge Against Longevity Risk?
- Investment Briefs
- Four Picks for the Present
- Scaring the Swiss
- Tech Is the Apple of Managers’ Eyes
- How to Read an Sec Filing
- A Strategy That Loves Performance Chasers
- Things Fall Apart, Even in Industrials
- A Future in Questions, Not Answers
- Research Over Chocolates
- Creating Portfolios That Confront Retirement’s Risks
- Building in-Retirement Portfolios to Last
- On the Lookout for Guaranteed Income Streams
- What Fires Up Mairs & Power
- All Aboard!
- Aiming at Alternatives
- Stuff Your Stocking with Out-of-Favor Bargains
- Stable, High Yields (No Bonds Included)
- Mutural Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks with Wide Moats
- Twelve Bee, Huh?

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Morningstar Advisor - October/November 2010

Fri, 17 Sep 2010 17:18:00 -0400

Your digital edition of Morningstar Advisor - October/November 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - October/November 2010
- Contents
- New on MorningstarAdvisor.com
- Contributors
- Letter From the Editor
- What estate-planning strategies are you and your clients doing before the end of the year?
- Next Steps for ETFs
- Investment Briefs
- Taking It Personal
- A Model Practice
- Find the Right Fit
- Will REITs Put You in the Penthouse?
- Prepare for the Worst
- Tips for Common Family Situations
- Might Makes Right
- Built to Last
- Four Picks for the Present
- Tactical Strategies Miss Their Mark
- Time to Hop on the Commodities Bandwagon?
- Retailers Balance Caution and Catalysts
- In Search of … Recession Survivors
- Turmoil-Tested Small-Cap Funds
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- VA Sales Rise in Second Quarter
- The Third Rail

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Morningstar Advisor - August/September 2010

Wed, 11 Aug 2010 15:45:16 -0400

Your digital edition of Morningstar Advisor - August/September 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - August/September 2010
- Contents
- New on MorningstarAdvisor.com
- Contributors
- Letter From the Editor
- What Aspects of Health-Care Reform Will Most Affect Your Clients?
- Bonds, Chicago Style
- Investment Briefs
- Which Risk Are You Managing?
- Eye on the Prize
- Advisors Can’t Rely on Fidelity Alone
- Health Care Gets Back to Business
- An Opportune Time to Bet the Pharm
- Reform’s Impact on Other Health-Care Industries
- Top Takeover Targets in Biotech
- After Reform, Narrow-Moat Firms Have Strong Prospects in Diagnostics
- Health-Care Investing Alive and Well
- Quest for Knowledge
- Four Picks for the Present
- How to Make Your Bond Portfolio Inflation-Resistant
- Weeding Through the Energy Patch
- Uncertainty and Value in Basic Materials
- Stock Market Doom-Busters
- Hunting Down European Debt-Dodgers
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks With Wide Moats
- VA Sales Slip a Bit in First Quarter
- New at Morningstar
- Star Wars, the Sequel

Morningstar Advisor - August/September 2010

Mon, 02 Aug 2010 11:13:04 -0400

Morningstar Advisor - June/July 2010

Mon, 24 May 2010 08:40:12 -0400

Your digital edition of Morningstar Advisor - June/July 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - June/July 2010
- Contents
- New on MorningstarAdvisor.com
- Contributors
- Letter From the Editor
- What Risks to Bonds Are You Most Concerned About?
- The Irrational Lizard Brain
- Investment Briefs
- The Problem With Financial Plans
- Preparing for Turbulance
- Different Models, Similar Results
- The Game Is Up
- Some People Are Bullish on Bonds
- Bonds We Like
- What Does Harry Markowitz Think?
- Escape From the Pack
- Four Picks for the Present
- Rising Rates Could Affect Equities, Too
- The Banking Sector Knocks on Wood
- Back to Basics
- On the Prowl for Smooth Operators
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks With Wide Moats
- New at Morningstar
- R-E-S-P-E-C-T

Morningstar Advisor - June/July 2010

Fri, 21 May 2010 15:54:06 -0400

Morningstar Advisor - April/May 2010

Mon, 03 May 2010 10:01:14 -0400

Your digital edition of Morningstar Advisor - April/May 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - April/May 2010
- Contents
- New On MorningstarAdvisor.com
- Contributors
- Letter from the Editor
- Our Job: Building Better Investors
- What’s Your Biggest Long-term Concern for the Economy?
- An Early Start
- Women’s Work
- Investment Briefs
- Markowitz 2.0
- Asset Allocation Is King
- A Decade of Riskier Assets ...
- ... but with plenty of Silver Linings
- Be Prepared
- Facing up to the Economy’s Problems
- Levelheaded
- Surviving on Conviction
- Four Picks for the Present
- Pharmaceutical Firms Get the Urge to Merge
- Funds That Look Cheaper Than the Market
- Finding Dividend Leaders
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks with Wide Moats
- VAs: Assets Rise as New Sales Slip
- New at Morningstar
- When You Wish Upon a Star

Morningstar Advisor - April/May 2010

Thu, 25 Mar 2010 08:28:20 -0400

Morningstar Advisor - February/March 2010

Mon, 01 Feb 2010 11:57:21 -0500

Your digital edition of Morningstar Advisor - February/March 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - February/March 2010
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- How has the Downturn Affected Your View of Global Investing?
- Consistently Good
- Taking Aim at Sacred Cows
- Investment Briefs
- Nailing Downside Risk
- World Class
- Map of International Moats
- The Global View from Abroad
- Crafting a Global Investing Strategy
- Asset-Allocation Heavyweights Square Off
- A World of Flexibility
- Stay-at-Home Globetrotter
- Four Picks for the Present
- Making Money on Overseas Calls
- Foreign Stocks: Think Selection, not 'Spice'
- Your Foreign-and World-Stock Headquarters
- Mutual Fund Analyst Picks
- 50 Most Popular ETFs
- Undervalued Stocks with Wide Moats
- VAs: Assets Rise as New Sales Slip
- New at Morningstar
- Skin in the Game

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Morningstar Advisor - December/January 2010

Fri, 27 Nov 2009 08:09:25 -0500

Your digital edition of Morningstar Advisor - December/January 2010 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - December/January 2010
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- How Big a Role Do Alternative Investments Play in Your Practice?
- In for the Long Term: Dana Emery
- It's All About the Plan
- Investment Briefs
- A More Powerful Bankruptcy Prediction Model
- This Time It’s Personal
- Alternative Investments Go Mainstream
- After Meltdown, More Advisors Turn to Alternatives
- Where to Find Low Correlation
- Commodities Are a Rock in a Hard Place
- How Alternatives Protect Portfolios
- Shipshape
- Slow Scrutiny
- Four Picks for the Present
- Are Utilities’ Dividends Worth the Worry?
- High-Confidence Stock Picks
- Long-Short Funds That Pass a Simple Stress Test
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- VA Sales See Some Recovery
- New at Morningstar
- I Read the News Today, Oh Boy

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Morningstar Advisor - October/November 2009

Wed, 30 Sep 2009 21:20:54 -0400

Your digital edition of Morningstar Advisor - October/November 2009 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - October/November 2009
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- How Do You Use Behavioral Finance in Your Practice?
- Investing in the Moment
- Investment Briefs
- How the Best Large-Cap Managers Rise Above the Rest
- Don’t Give Up on Stocks Just Yet
- Makeup of the Mind
- A Top-Down Approach
- In Practice: Patterns of Investor Irrationality
- A Call for Nudges
- The Furious Comeback of Emerging Markets
- Junk-Bond Pioneer
- Four Picks for the Present
- Consumer Staples Hold Up in the Kitchen
- Familiarity Can Breed Bad Investment Decisions
- Leave the ‘Junk Rally’ Behind and Look for Quality at a Reasonable Price
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- New at Morningstar
- Meet the New Boss, Same (School) as the Old Boss

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Morningstar Advisor - August/September 2009

Tue, 21 Jul 2009 16:50:15 -0400

Your digital edition of Morningstar Advisor - August/September 2009 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - August/September 2009
- New on MorninstarAdvisor.com
- Letter from the Editor
- Contributors
- Are We at the Beginning of a New Small-Cap Era?
- At Home Around the World
- Staying Nimble
- Investment Briefs
- Asia's Way Forward
- MPT Put Through the Wringer
- Recession Rallies' Sweet Spot
- What Makes Small Caps Tick
- The Trick to Small Caps
- Value Hound
- Four Picks for the Present
- Signs of Stabilization in the Housing Industry
- The Not-Ready-for-High-Yield Players
- Moats Around Small Castles
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- The No in Innovation

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Morningstar Advisor - June/July 2009

Wed, 03 Jun 2009 12:36:28 -0400

Your digital edition of Morningstar Advisor - June/July 2009 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisr - June/July 2009
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- Is SRI a Relevant Investment Strategy?
- A Head for Numbers
- Building a Business on SRI
- Investment Briefs
- The Liquidity Premium
- Navigating the SRI Patchwork
- Profit and Progress
- How the Fed Contributes to Crises
- Holding Steady
- Appleseed Adds Value to SRI Formula
- Four Picks for the Present
- Long-Term Investors Can Find Value among Industrials
- Higher Yields, Hold the Risk
- Bargains in U.S. Industrials
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- Talkin’ ‘bout a Revolution

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Morningstar Advisor - April/May 2009

Thu, 26 Mar 2009 11:34:37 -0400

Your digital edition of Morningstar Advisor - April/May 2009 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - April/May 2009
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- Did Diversification Fail Investors?
- Accounting for His Success
- The Classics
- Investment Briefs
- A Multiple-Lens Approach to Analysis
- Where Leverage Lurks
- Guide to Finding Hidden Risks
- How Leveraged ETFs Compound the Misery
- Get Rid of the Dead Weight
- Grounded Manager
- Investors Should Mind Their Tails
- Four Picks for the Present
- The Future of Big Pharma
- Yield Your Clients Can Use
- Wide Moats, Good Stewardship: A Potent Bear-Market Combination
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- New at Morningstar
- To Beat the Devil

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Morningstar Advisor - February/March 2009

Fri, 30 Jan 2009 15:32:35 -0500

Your digital edition of Morningstar Advisor - February/March 2009 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - February/March 2009
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- Inbox
- How Do You Gauge and Measure Risk?
- No Skinny-Dippers Here
- Heading to Shore
- Investment Briefs
- Weapons of Mass Destruction?
- Déjà Vu All Over Again
- A Failure to Gauge Risk
- Five Areas to Find Opportunities
- Getting a Read on Risk
- Heavenly Returns
- Greenspring Comes to the Rescue
- How to Spot a Trustworthy REIT
- Four Picks for the President
- Find Succor in These Large Dividends
- These Stocks Are Fiscally Fit
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- You Gotta Look Sharpe

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Morningstar Advisor - Fall 2008

Fri, 31 Oct 2008 14:56:48 -0400

Your digital edition of Morningstar Advisor - Fall 2008 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - Fall 2008
- Contents
- New on MorningstarAdvisor.com
- Letter from the Editor
- Contributors
- Inbox
- Are You Preparing for Higher Taxes?
- State of Financials
- Oracles of Alabama
- Investment Briefs
- Managers’ Investment Secrets Revealed
- Conformity Becomes a Growing Concern at American
- Gimme Shelter
- Location, Location, Location
- Rooted in Buffett, Going for Growth
- Keeping Little Company
- Away from the Numbers
- Consumer Confidence
- What about Natural Gas?
- TIPS to Beat Back Inflation
- Investing in Hidden Assets
- Funds That Have an Edge Come Tax Time
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- One for You, 19 for Me

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Morningstar Advisor - Summer 2008

Tue, 05 Aug 2008 15:42:45 -0400

Your digital edition of Morningstar Advisor - Summer 2008 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - Summer 2008
- Contents
- Letter from the Editor
- Contributors
- Inbox
- College Planning: Solutions and Concerns
- ETFs: The Next Chapter
- Engineering Financial Advice
- Investment Briefs
- Flexible vs. Style-Pure Managers: The Evidence
- Forging a New Commodity Index
- Work Your Way Through College Planning
- Sizing Up the Options
- Best and Worst 529 College-Savings Plans
- A 529 Travel Guide
- 10 Tax-Smart Tips for College-Savings Planning
- Global Dialogue
- How Sequoia Cranks Out Good Returns Year After Year
- The Many Layers of David Winters
- Living on the Edge
- Stocks to Buy Once a Decade
- With Munis Feeling the Pain, Some Opportunities Arise
- Health Care Provides Shelter from Economic Storm
- Help Your Clients Get More Out of Their Bond Portfolios
- Mutual Fund Analyst Picks
- 50 Most Popular Equity ETFs
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- New on MorningstarAdvisor.com
- Closer to Fine

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Morningstar Advisor - Spring 2007

Thu, 19 Jun 2008 12:29:21 -0400

Your digital edition of Morningstar Advisor - Spring 2007 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor Spring 2007
- Features
- Departments
- Letter from Joe Mansueto
- Get to Know Morningstar’s Fund Managers of the Year
- Is Your Client a Stock or a Bond?
- Less Alpha, More Beta Than Meets the Eye
- Your Mileage May Vary
- A Clear-Eyed Look at Hedge Funds
- Lower Risk, Higher Returns, What’s Not to Like?
- Without Cash and Clout, Advisors and Clients Get Short End of Stick
- Get the Strategy Minus the Headaches
- Analyzing Funds of Hedge Funds
- Not All Hedge Funds Are Created Equal
- A Fund with a (Long) View
- Laying Low and Prospering
- A Menu of Ideas to Fill Five Market Baskets
- Oil and Gas Gushing with Values
- Mutual Fund Analyst Picks
- Undervalued Stocks
- Most Popular Variable Annuities
- What’s New at Morningstar and on the Web
- You Can’t Always Get What You Want

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Morningstar Advisor - Fall 2007

Thu, 19 Jun 2008 09:38:45 -0400

Your digital edition of Morningstar Advisor - Fall 2007 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor Fall 2007
- Features
- Departments
- Letter from the Editor
- Inbox
- 10 Years After: Developing Markets Make Progress
- Research Briefs
- Investors Should Adjust Their Home Bias
- Few Mutual Funds Exhibit Serial Correlation
- Valuating ETFs, the Equity Analyst's Way
- It’s All About Location
- See the World (Differently)
- The Return of the Global Flexible Investor
- Map of International Value
- Sound as a Loonie?
- Fair Exchange
- In Their Own Worlds
- A Good Read
- Putting Their Heads Together
- Buying Protection
- Scoping Out Easy-to-Use Funds
- Finding Good Stewards
- Consumer Firms Go Global
- Mutual Fund Analyst Picks
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- The Whole Wide World

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Morningstar Advisor - Summer 2007

Thu, 19 Jun 2008 09:36:45 -0400

Your digital edition of Morningstar Advisor - Summer 2007 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - Summer 2007
- Contents
- Letter from the Publisher
- Get to Know the Bond “All-Stars”
- Research Briefs
- Our Stewardship Test Gets Tougher
- Save It for Later
- Too Many Oranges
- Best of Both Worlds
- No Two Clients Are Alike
- When It Comes to VAs, It’s Seller Beware
- Hands On: Finding the Suitable Fund Share Class for Your Client
- Fund Style Can Drift Off Course
- Sticking to Their Style, Through Thick and Thin
- Marathon Man
- Growth, With a Chaser
- A Menu of Ideas to Fill Five Market Baskets
- Funds: Finding Funds with Conviction
- Stocks: So You Say You Want Income?
- All Eyes on China
- Mutual Fund Analyst Picks
- Undervalued Stocks
- Most Popular Variable Annuities
- What’s New at Morningstar and on the Web
- The Advisor’s Economic Moat

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Morningstar Advisor - Spring 2008

Fri, 09 May 2008 09:52:57 -0400

Your digital edition of Morningstar Advisor - Spring 2008 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - Spring 2008
- Contents
- Letter from the Editor
- Inbox
- Do You Use Annuities with Living Benefit Guarantees?
- Managers Who Actively Enrich Shareholders
- Staying Out of the Silos
- Investment Briefs
- Let’s Not All Become Fundamental Indexers Just Yet
- Volatility Potential
- Adding the Income Dimension
- Do’s and Don’ts of RMDs
- An Attractive Yield is Only Skin Deep
- Mutual Funds Get in the Game
- Beyond Target Date
- The Last Holdout
- A Bird of a Different Feather
- First-Class Thinker
- Sleep Like a Baby
- Is Health Care Immune to a Recession?
- Anatomy of a Mutual Fund Disaster
- Embrace Your Inner Contrarian
- Risks Worth Taking
- Mutual Fund Analyst Picks
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar and on MorningstarAdvisor.com
- Back to the Garden

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Morningstar Advisor Catalog 2008

Wed, 07 May 2008 10:36:54 -0400

Your digital edition of Morningstar Advisor Catalog 2008 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor Catalog 2008
- Contents
- Communication
- Research
- Software
- Investment Services
- Community

Morningstar Advisor - Winter 2008

Wed, 30 Jan 2008 13:13:28 -0500

Your digital edition of Morningstar Advisor - Winter 2008 is available now. Clicking on the Table of Contents will deliver you directly to that page of your issue. Thank you for reading!

- Morningstar Advisor - Winter 2008
- Contents
- Letter from the Editor
- Inbox
- How Do You Use the Morningstar Style Box?
- Real Estate Investing Goes Global
- The Golden Touch
- Investment Briefs
- Learning to Fly with Equity Options
- Another Block in Building a Portfolio
- In a League of Their Own
- Unlock the Box
- Fashion Change
- The View from the Investment Side
- Unpredictable Style
- Weighting the Fundamentals
- Wire-to-Wire Consistency
- The Secret's Out
- Focus on Financials
- Strongest Homebuilders Will Withstand the Wrecking Ball
- Breaking Style Conventions
- Playing It Safe with Financials
- Back to Bond School
- Mutual Fund Analyst Picks
- Undervalued Stocks
- Most Popular Variable Annuities
- New at Morningstar
- The Style Counsel

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