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Morningstar, Inc.

@MorningstarInc

We are a leading provider of independent investment research. Our mission is to empower investor success.

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linkhttp://www.morningstar.com calendar_today13-10-2008 19:36:55

42,6K Tweets

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Investors pulled a record $8.7 billion from US in Q1.

Although the motivations behind outflows cannot be perfectly quantified, many factors are in play, such as high and greenwashing concerns. Get the full recap 👇 spr.ly/6015bqJzx

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Ian Bremmer, founder of Eurasia Group and keynote speaker, shared his views with Bloomberg about the US-China dynamic in the near term. Get his insights live by registering today: spr.ly/6010bQKLy

Ian Bremmer, founder of Eurasia Group and #MICUS keynote speaker, shared his views with Bloomberg about the US-China dynamic in the near term. Get his insights live by registering today: spr.ly/6010bQKLy
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Congratulations to for securing a spot in FINTECH GLOBAL's prestigious sixth annual list! This recognition showcases companies at the forefront of transforming wealth and worldwide.

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Congratulations to #ByAllAccounts for securing a spot in @Fintech_Global's prestigious sixth annual #WealthTech100 list! This recognition showcases companies at the forefront of transforming wealth and #AssetManagement worldwide. spr.ly/6016bUGRr #MorningstarWealth
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If you’re still getting health insurance through your employer at 65, does it make sense to move to Medicare?

Mark Miller tells us when to enroll, how to avoid late penalties, and more. spr.ly/6010bYoS2

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'If you want real risk, get married, and if you want more risk, have children.'

This behavioral finance expert talks about the connection between financial well-being and life well-being, the role of social comparisons, and more on The Long View. spr.ly/6017bYU8J

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BlackRock’s newly launched BlackRock LifePath Paycheck target-date series includes an annuity as part of the glide path. Is this the solution retirees are looking for?

How did we get here? A look at the imperfect history of retirement-income solutions: spr.ly/6015bYoUD

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Most readers are probably familiar with the basic math behind interest rates and bond prices: When interest rates go up, bond prices go down.

Amy C. Arnott takes a closer look at this relationship and the effect it can have on a portfolio.
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Even after the recent stock market pullback, attractive large-cap growth stocks are tough to find.

So, we peeked into the portfolios of some of the best active managers to find these stocks picks. spr.ly/6018bYWAG

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When it comes to investing in active ETFs, the trend is just getting started.

Over the past five years, active ETFs have added $375 billion of inflows. Before you invest, Bryan Armour put together this guide to help investors navigate the landscape. spr.ly/6011bYghz

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Christine Benz(@christine_benz) 's Twitter Profile Photo

'[F]or accidentally wealthy people, those habits of moving money from income into savings and not dipping into capital, these stay with them.' meir statman covered a lot of important ground, including retiree underspending, in our recent convo w/him. 👇🏼morningstar.com/personal-finan…

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Dave Sekera, Morningstar Chief Market Strategist(@MstarMarkets) 's Twitter Profile Photo

$TSLA up >12% before market open after - and we still think its undervalued.

Interested to learn why we increased our fair value estimate on this 4-star rated ?

Here are our 4 key takeaways on :
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Warren Buffett says investors should act like part-owners: Know the businesses they own and express their opinions about how the business is run.

Keep up with proxy season and learn to act like an owner here 👇 spr.ly/6017X1iUz

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Defensive stocks are like umbrellas—you want to have them around in case economic skies darken.

These 10 defensive stocks supply investors with reliable earnings, and often dividends, when markets look uncertain. spr.ly/6015b5upB

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Will converting traditional IRA assets to a Roth work as a strategy for potentially mitigating future RMDs?

We asked Ed Slott and Company to find out. spr.ly/6014becEO

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For investors who desire a more hands-off option that still grants a range of investment diversity, index funds are an avenue worth exploring.

Here's how to find the best one for you and your portfolio 👇 spr.ly/6017b5uOt

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