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Learn to invest

Morningstar believes that knowledge is the foundation of independence. We empower individuals to take control of their financial life through a number of resources to assist with learning foundational and advanced investment concepts.

Discover new investments

Morningstar provides a variety of ways that you can discover new investments including screening tools, reports on our top rated investment ideas and model portfolios.

Evaluate investments

As a leading independent provider of investment research, Morningstar provides our subscribers with support in assessing new investment ideas, reviewing current portfolio holdings and / or validating third-party advice.

Track and monitor your investments

Avoidance is the one financial strategy that is guaranteed to fail. We have the tools, commentary and insights to allow our subscribers to stay on top of their investment portfolios.

Learn from the best

With the holiday season winding down it's time to check on your portfolio's health.

Stop looking for investment alchemy; it's the boring stuff that really matters.

On becoming a minimalist, focusing on the really important allocations, and talking about hard stuff.

Pooling your super? Losing weight? Forgoing restaurants for a packed lunch? We've asked some of Morningstar's finest to share their financial New Year's resolutions.

There are four investment bromides that can be safely ignored, and yet they will never become extinct.

Kicking-off an education fund for your children or grandchildren is a worthy new year's resolution, but you should weigh the options carefully.

Make sure you're not geeking out about small-bore investment problems while giving short shrift to the game-changers.

Separate accounts can bring marriage bliss and why prenups can be “incredibly romantic”.

A few shares in a high-yielding stock or a financial book may be the gift that keeps on giving.

Start the discussions when the dating gets serious – and watch out for red flags.

A long-term investment strategy can’t be properly assessed using a short-term metric.

Exchange-traded funds are getting active. Learn more about active ETFs and whether they're right for your portfolio. 


The Morningstar Investor

Morningstar Guide to Financial Advice

"Where are the customers' yachts?" Fred Schwed once famously asked. Our latest guide identifies the value that good financial advice can provide and ways investors can unlock that value – whether they choose to use an adviser or not.

Morningstar Income Investing Guide

Discover trusted strategies to pick the right securities and build a successful income investing portfolio in this comprehensive guide. Take advantage of Morningstar's leading research trusted by millions of investors worldwide.

Morningstar Portfolio Construction Guide

Based on our 33 years of expertise, the exclusive  Morningstar Portfolio Construction Guide shares a powerful 4-step framework to build a robust portfolio and select the highest rated investments to help you achieve your financial goals.


Best of 2019: how to pick stocks like Warren Buffett Staying on budget over the holidays Why the Morningstar Individual Investor Conference matters
Best of 2019: how to pick stocks like Warren Buffett Staying on budget over the holidays Why the Morningstar Individual Investor Conference matters