June/July 2017 Strategies Retirement 64 Nudged to Save Better 68 Tax Wise 10 Technology Years in the Life of a Financial Advisor 70 A Primer on Factor Models and Portfolio Optimization, Part III 74 Equities: President Can't Thwart Green Progress Alternatives: The Marketfield Saga Quant U Investment Research 79 Best Ideas 82 84 86 Manager: Patience Rewarded Passive: Dual Focus: Profits and Dividends Equity: Blackstone Has the Power Investors Morningstar Conversation 88 Innovation, Fads, & the Future of Investing 94 Undiscovered Managers Revealed 98 101 This Old Housing Recovery Sector Snapshot: Basic Materials 102 Making Their Voices Heard Undiscovered Manager Sector Rap User Profile Data Dashboard 110 Morningstar Global Market Barometer Morningstar Global Valuation Lens Morningstar Global Fund Flows 112 Ten Questions 104 106 4