Morningstar Advisor - Summer 2008 - (Page 10) On Topic College Planning: Solutions and Concerns Let us know your thoughts at magazine_editor@morningstar.com The biggest obstacle in college planning is clients trying to fund their retirement at the same time that they are funding their children’s education. This is becoming a more relevant issue as people continue to have children at older ages. Another obstacle that I see is clients being so overwhelmed by the rising costs of college that they feel like they can’t possibly save enough, so they do nothing. Lauren Leidner Sapers & Wallack Advisors Brookline, MA Basil Herzstein Gallers Financial Group Rockville, MD Clients wake up too late for the need of college planning, and then they put in minimal amounts of savings and hope for the best. Many of our clients are concerned that their children won’t go to college or that they won’t have enough money saved. Many don’t have the means to save extra dollars. Then there is the issue of which 529 plan to choose. The Illinois plans are terrible because there is no transparency, meaning we brokers cannot evaluate where the money is being invested and what are the true expenses of the funds. John Gotschall Coaching Financial Concepts, Inc Chicago, IL 10 Morningstar Advisor Summer 2008
Table of Contents Feed for the Digital Edition of Morningstar Advisor - Summer 2008 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 Morningstar Advisor - Summer 2008 Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008 (Page Cover1) Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008 (Page Cover2) Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008 (Page 1) Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008 (Page 2) Morningstar Advisor - Summer 2008 - Contents (Page 3) Morningstar Advisor - Summer 2008 - Contents (Page 4) Morningstar Advisor - Summer 2008 - Contents (Page 5) Morningstar Advisor - Summer 2008 - Contents (Page 6) Morningstar Advisor - Summer 2008 - Letter from the Editor (Page 7) Morningstar Advisor - Summer 2008 - Contributors (Page 8) Morningstar Advisor - Summer 2008 - Inbox (Page 9) Morningstar Advisor - Summer 2008 - College Planning: Solutions and Concerns (Page 10) Morningstar Advisor - Summer 2008 - College Planning: Solutions and Concerns (Page 11) Morningstar Advisor - Summer 2008 - ETFs: The Next Chapter (Page 12) Morningstar Advisor - Summer 2008 - ETFs: The Next Chapter (Page 13) Morningstar Advisor - Summer 2008 - ETFs: The Next Chapter (Page 14) Morningstar Advisor - Summer 2008 - Engineering Financial Advice (Page 15) Morningstar Advisor - Summer 2008 - Engineering Financial Advice (Page 16) Morningstar Advisor - Summer 2008 - Engineering Financial Advice (Page 17) Morningstar Advisor - Summer 2008 - Investment Briefs (Page 18) Morningstar Advisor - Summer 2008 - Investment Briefs (Page 19) Morningstar Advisor - Summer 2008 - Investment Briefs (Page 20) Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence (Page 21) Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence (Page 22) Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence (Page 23) Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence (Page 24) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 25) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 26) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 27) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 28) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 29) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 30) Morningstar Advisor - Summer 2008 - Forging a New Commodity Index (Page 31) Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning (Page 32) Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning (Page 33) Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning (Page 34) Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning (Page 35) Morningstar Advisor - Summer 2008 - Sizing Up the Options (Page 36) Morningstar Advisor - Summer 2008 - Sizing Up the Options (Page 37) Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans (Page 38) Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans (Page 39) Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans (Page 40) Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans (Page 41) Morningstar Advisor - Summer 2008 - A 529 Travel Guide (Page 42) Morningstar Advisor - Summer 2008 - A 529 Travel Guide (Page 43) Morningstar Advisor - Summer 2008 - A 529 Travel Guide (Page 44) Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning (Page 45) Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning (Page 46) Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning (Page 47) Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning (Page 48) Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning (Page 49) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 50) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 51) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 52) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 53) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 54) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 55) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 56) Morningstar Advisor - Summer 2008 - Global Dialogue (Page 57) Morningstar Advisor - Summer 2008 - How Sequoia Cranks Out Good Returns Year After Year (Page 58) Morningstar Advisor - Summer 2008 - How Sequoia Cranks Out Good Returns Year After Year (Page 59) Morningstar Advisor - Summer 2008 - How Sequoia Cranks Out Good Returns Year After Year (Page 60) Morningstar Advisor - Summer 2008 - The Many Layers of David Winters (Page 61) Morningstar Advisor - Summer 2008 - The Many Layers of David Winters (Page 62) Morningstar Advisor - Summer 2008 - The Many Layers of David Winters (Page 63) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 64) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 65) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 66) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 67) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 68) Morningstar Advisor - Summer 2008 - Living on the Edge (Page 69) Morningstar Advisor - Summer 2008 - Stocks to Buy Once a Decade (Page 70) Morningstar Advisor - Summer 2008 - Stocks to Buy Once a Decade (Page 71) Morningstar Advisor - Summer 2008 - Health Care Provides Shelter from Economic Storm (Page 76) Morningstar Advisor - Summer 2008 - Health Care Provides Shelter from Economic Storm (Page 77) Morningstar Advisor - Summer 2008 - Help Your Clients Get More Out of Their Bond Portfolios (Page 78) Morningstar Advisor - Summer 2008 - Help Your Clients Get More Out of Their Bond Portfolios (Page 79) Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks (Page 80) Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks (Page 81) Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks (Page 82) Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks (Page 83) Morningstar Advisor - Summer 2008 - 50 Most Popular Equity ETFs (Page 84) Morningstar Advisor - Summer 2008 - 50 Most Popular Equity ETFs (Page 85) Morningstar Advisor - Summer 2008 - Undervalued Stocks (Page 86) Morningstar Advisor - Summer 2008 - Undervalued Stocks (Page 87) Morningstar Advisor - Summer 2008 - Undervalued Stocks (Page 88) Morningstar Advisor - Summer 2008 - Undervalued Stocks (Page 89) Morningstar Advisor - Summer 2008 - Most Popular Variable Annuities (Page 90) Morningstar Advisor - Summer 2008 - Most Popular Variable Annuities (Page 91) Morningstar Advisor - Summer 2008 - Most Popular Variable Annuities (Page 92) Morningstar Advisor - Summer 2008 - New at Morningstar (Page 93) Morningstar Advisor - Summer 2008 - New at Morningstar (Page 94) Morningstar Advisor - Summer 2008 - New on MorningstarAdvisor.com (Page 95) Morningstar Advisor - Summer 2008 - Closer to Fine (Page 96) Morningstar Advisor - Summer 2008 - Closer to Fine (Page Cover3) Morningstar Advisor - Summer 2008 - Closer to Fine (Page Cover4)
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