An "almost light-switch moment" at the start of December sparked a "breakdown in breadth" this month in the U.S. stock market, following a strong rally in November, said Mark Hackett, chief market ...

I'm betting on another 22 spins around the sun, given all relevant factors. I would like to settle down. My question: Responsibly, how much can I afford to spend to buy a home? Related: 'Don't be ...

My recently widowed mother asked me if I think we should get a life-insurance policy (it was fresh on her mind as we handled everything for Dad). She is 72, in great health, and independently wealthy.

I read that the bank discourages people from storing jewelry and coins in the boxes, so I did not rent one' Dear Quentin, Is it safe to keep valuables in a bank safe-deposit box? It sounds like a ...

I want to give $50,000 to my adult daughter as she has nothing saved for retirement. I want her to open a brokerage account. She can save for about 27 years until retirement. She is single and has a ...

Give each child an equal amount and allow them to make their own mistakes. If you don't trust your daughter to spend the money wisely, have a separate conversation with each child about their needs, ...

From data feeds to comprehensive platforms, Morningstar Data helps asset and wealth managers build their assets by supporting market research, product positioning, marketing, and distribution ...

The 1.1% annual estimated return gap stems from mistimed purchases and sales. The persistent gap between the returns investors experienced and reported total returns makes cash flow timing one of ...