The Latest Breaking News from Morningstar

For many employees, what to do with a 401(k) plan at retirement has been a foregone conclusion: Roll it over

Kevan Parekh, who first joined the company in 2013, begins his tenure as finance chief.

Chevron may raise its dividend based on its strong free cash flow. CVX looks undervalued now, trading at lows. If Chevron raises the dividend by 6.75%, the forward yield is now very high at 4.85%.

529 college savings plans are powerful tools to help pay for the mounting costs of an education

Christine Benz, Morningstar director of personal finance and retirement planning, explains the key lessons from her book on retiring successfully.

Learn how tax-loss selling can optimize your portfolio for growth and tax efficiency. Explore Morningstar's personal finance section for more insights.

The U.S. market gained more than 25% for the year to date through mid-December 2024

If you want to get yourself thoroughly depressed, spend a little time looking at statistics about Americans’ retirement preparedness

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