Morningstar Advisor - Summer 2008 - (Page 95)

On the Web MorningstarAdvisor.com’s New Look Share with Clients Download Bubble Bath Show your clients the benefits and risks involved with investing in commodities and how commodities could play a role in diversifying a portfolio. Download this free image at MorningstarAdvisor.com. If you haven’t noticed yet, head over to MorningstarAdvisor.com and take a look at our redesigned site. We’ve rebuilt it from the ground up to give users a better, easier-tonavigate portal to all of our content for advisors. The changes aren’t just cosmetic: We’ve added content across the board, from magazine spotlight articles and screens that can be loaded straight into Principia to a Market Barometer tracking every day’s performance. In addition, all of the content posted to the site over the years is now easier than ever to find and is divided into better-defined categories, and we’ve introduced new tools to go along with all of our articles. An article rating lets readers make their voices heard about the content of the article, and other new tools, including support for Facebook and social bookmarking sites, have been combined with all the familiar options (like our RSS feed) so readers can get the experience they want. So whether you’re looking for podcasts, videos, sales ideas, Web seminars, or the rock-solid articles that MorningstarAdvisor.com has always delivered, we’ve got you covered. And our content keeps evolving. Our new video player (pictured below) makes navigating through the site’s video content easier than before. We’ve also recently added behavioralfinance expert Michael Pompian, author of Most Popular Q2 Articles 1 Five Fund Picks for the Next 15 Years Do risk and return go hand in hand over the long term? 2 Natalie Choate Q&A: Preparing for 2010 Roth IRA conversions won’t make sense for all your high-income clients. 3 April’s Mutual Fund Red Flags Funds that are slumping after a manager change. 4 Five Surprising Vanguard Fund Statistics Data Points that make you think twice. 5 Fund Times: More Good Funds Reopen 6 Hidden Fund Gems 2008, Part I Call up funds from this bench if you need a lineup change. 7 Disadvantages of 529 Prepaid Plans Be sure to read the fine print. 8 The Ideal Advisor to Retirement Plan Fiduciaries the book Behavioral Finance and Wealth Management, to our mix of contributors as a monthly columnist. Here’s what you should know. 9 Fleecing 403(b) Plan Participants (Part 8) How to avoid getting bamboozled. 10 Fund Times: Another Round of Small-Cap Fund Openings Let us know what you think: e-mail us at advisorquest@morningstar.com MorningstarAdvisor.com 95 http://MorningstarAdvisor.com http://MorningstarAdvisor.com http://MorningstarAdvisor.com http://MorningstarAdvisor.com http://MorningstarAdvisor.com

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

For optimal viewing of this digital publication, please enable JavaScript and then refresh the page. If you would like to try to load the digital publication without using Flash Player detection, please click here.