END OF YEAR News & Analysis

Bold predictions have been made by Morningstar’s Brian Han and there are even some lessons for investors as we jump into a new year.

New features make it easier for advisers to have ESG conversations, download fund reports and share Morningstar X-Ray portfolios.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

2020: we look back at the highs and lows of an unprecedented year in financial markets and explore the themes shaping 2021.

Morningstar's Christine Benz offers timely ideas for improving your portfolio, lowering your tax bill, and wringing more from your cash holdings.