MorningstarAdvisor
October/November 2013
Departments
6
Contributors
7
Letter From the Editor
Know-How
14
Behavior Gap
8
How to Make Social
Media Work for You
Do Mutual Funds Still
Have a Role?
16
More Personal
Than Finance
Eager to use his creative streak,
Tim Maurer focuses
on teaching clients about
life, then money.
4
A Real Estate Veteran
Starts From Scratch
21 Investment Briefs
58
The Predictive Power
of Fair Value Estimates
Investors would be smart
to focus on stocks that trade
at a discount to this metric.
When to Say No
A well-designed financial plan
can get derailed by the
wrong investment. Here are
seven things investors can
probably do without.
Screen
68
Utilizing Utilities’
Total Return
70
Stuck in the Middle
Is Not a Bad Place
to Be
By the Numbers
Gray Matters
In Practice
26
Take a Guarded
Approach
to Homebuilders
Yes, the sector is on
the upswing, but the market has
already priced in a rebound.
18 Investments á la Carte
Advisor Profile
12
30
10 Questions
On Topic
10
How to Handle Your
TIPS Positions
Sector Rap
62
Does Being Prudent
Pay Off?
What constitutes appropriate
risk-taking varies widely
in the target-date universe.
That could have a huge impact
on retirement savings.
72
Our Favorite Mutual
Funds
76
50 Most-Popular
Equity ETFs
78
Undervalued Stocks
With Wide Moats
Phillips Curve
80
The Good Guys Win
Table of Contents for the Digital Edition of Morningstar Advisor - October/November 2013