Tax-efficient investing can quietly boost your returns over time. Learn how smart account choices and timing could help your portfolio grow more in 2026.

Build a $75K dividend portfolio around SCHD with a 5.67% yield and 5-year 5.60% dividend growth, plus VNQ/QQQI and top stocks. Click here to see the plan now.

Warren Buffett invests in stocks with competitive advantages. Like the Oracle of Omaha, investors should not ignore valuation. Portfolio diversification is also important -- but not too much. But how ...

As our lives evolve, so do our financial and investment priorities. At first, we might have our sights set on paying off debt, buying a car or home, or saving for a wedding. If children come into the ...

Select securities with a positive NAV performance, buy them at the lowest possible price, and keep them for the long run. This is investing. This approach will also help us over time to reduce the ...

Discover how investing $100 monthly in diverse stock portfolios over 20 years can grow your financial future. Learn strategies for maximizing returns while managing risks.

Building a global investment portfolio as a U.S. expat demands thoughtful planning, an awareness of regulations and, ideally, ...

Rebalancing your portfolio is a critical – yet often misunderstood – aspect of long-term investing. In our recent Morningstar Investor subscriber webinar featuring portfolio strategist Amy Arnott and ...

The 4% withdrawal rule may leave retirees short on income despite being a common benchmark for retirement planning. A stock-heavy portfolio could support a 6% annual withdrawal rate instead of 4%.

Investors are taking another look at the potential risks and benefits of running a more concentrated portfolio Investors are debating the merits and risks of running a more concentrated stock ...

Tax changes in 2026 include increases in amounts you can contribute to tax-advantaged accounts such as a 401(k) or IRA. Using tax-efficient strategies for 2026 can boost portfolio returns. The type of ...