It’s easier to make a case for using fairly priced, proven active bond funds than it is for stock funds. That’s the upshot of recent research by Morningstar’s Eric Jacobson and Maciej Kowara. In “The ...

Five benchmarks can help you determine how well you're progressing toward financial goals. Here's what you need to measure to evaluate success.

We finished 2025 with a wide difference in the returns of the S&P 500 Index and the Dow Jones Industrial Average (16% vs 13%). While the “Dow 30” often gets maligned as an obsolete index that gives ...