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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.

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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.

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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.

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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

Morningstar's Preston Caldwell examines how habits, fear, and sunk costs can reshape economic behaviour.

The purpose of this column is not to entice you into ESG investing but instead to examine the assumptions that underlie the decision to adopt—or abstain from—the approach.

And the sector will continue to grow and take business away from credit cards, Morningstar analysts tell Nicki Bourlioufas.

But the Middle Kingdom’s economy remains in dire need of long-term rebalancing from investment to consumption, says Morningstar.

How to keep your (investment) cool when the future remains unclear, writes Morningstar behavioral economist Sarah Newcomb.

The pathway to profit is more Sisyphean than it looks as Mark Lamonica’s five-step process shows.

Balanced funds are the standard, but with little justification, writes Morningstar’s John Rekenthaler.

Morningstar's Susan Dziubinski lays out the recipe that one of the greatest investors uses to pick stocks.

Retail investors are increasingly aware of climate risk and are putting their dollars behind their values, writes Nicki Bourlioufas.

Financial blogger and author Jim Dahle, also known as "The White Coat Investor," argues that investors do better when they don't overthink investment selection and asset allocation.


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.


Investing basics: what's your personal inflation rate? How to get rich slowly How to be a better investor: episode 1
Investing basics: what's your personal inflation rate? How to get rich slowly How to be a better investor: episode 1