WEALTH MANAGEMENT News & Analysis

How have so many wealthy families through history managed to squander their fortunes? This looks at the lessons from these families and offers...

The way home ownership relates to retirement income is rated a 'D', as in Distortion, Decumulation and Denial. For many, their home is their largest...

We lower our fair value but still see positive trends for the wealth manager.

Platinum Asset Management’s CEO tells Morningstar’s Wealth of Experience podcast that as China’s economy tanks and investors flee, he’s finding some...

Lessons from Bill Bernstein’s updated “The Four Pillars of Investing.”

Morningstar staffers resolve to sell losers, pick winners, and prioritize our children’s futures.

Your relationship with money is the key to navigating uncharted territory.

The Pareto Principle suggests 80% of outcomes result from 20% of all causes for any given event. When applied to our financial well-being, there are...

But financial planners say investors should be devoting more of their household wealth to equities rather than property to diversity their financial...

A recent study finds debt can be a deal-breaker for new couples. But it doesn't need to be a red flag for relationships, writes Vikram Barhat.