Morningstar, Inc.

09/14/2026

Whatever your family situation, Christine Benz has retirement planning insights tailored to your circumstances.

Her latest video series, Retirement Planning for Real Life, addresses the financial needs and priorities of people who fall into 7 different categories:

— People who are single
— Someone who has lost a spouse
— Couples without children
— People who became parents later in life
— Couples with an age gap
— One-income couples
— Parents raising a child with a disability

Learn more here:

Whatever your family situation, Christine Benz has retirement planning insights tailored to your circumstances.

09/11/2026

Are you making the most of your low-tax window in early retirement?

Christine Benz spoke with tax expert Ed Slott about some of the key questions people have about taxes when they first retire.

Here are the key takeaways for new retirees:

Christine Benz talks to Ed Slott about withholding versus quarterly payments, Medicare’s IRMAA surcharge, and making the most of your lower-tax years.

08/05/2026

What is the market really telling investors right now? 🤔

We analyzed seven key , from gold and oil to interest rates and housing prices, to see how each compares with its 20-year range.

The overall picture looks less alarming than it did six months ago, but five of the seven indicators are still trading above their historical averages.

👉 Read the full analysis here: http://spr.ly/6185BEhMrv

07/30/2026

has dominated the boom so far, but the next phase could be just as important.

Despite the stock's massive run, we believe the market may still be underestimating Nvidia's long-term potential. Our analysts see the stock as worth $280 per share, roughly 30% above where it trades today.

👉 Read the full analysis: http://spr.ly/6181BELahD

07/29/2026

Is bitcoin's latest downturn just another chapter in the market cycle—or something more?

Bitcoin's recent slide has investors looking beyond the price chart for clues about what comes next. From Fed policy and regulation to institutional demand, several forces could shape bitcoin's next move.

Read more in the full analysis: http://spr.ly/6186BEIFtA

07/23/2026

⚠️ Scammers aren't just stealing savings—they may also leave victims with an unexpected tax bill.

Recent IRS guidance shows that withdrawals made as part of a fraud scheme may still be taxable, even if the money is stolen. While some victims have received relief, it depends on the facts and isn't guaranteed.

👉 Read the full article to learn how these scams happen, when relief may be available, and how to help protect your : http://spr.ly/6181BESmJh

07/20/2026

Devon Energy is trading at a 20% discount to our $55 fair value estimate, offering investors an attractive dividend and potential upside.

While the market remains cautious about Devon's multibasin strategy and exposure to volatile energy prices, our analysts see long-term value in its disciplined capital allocation, shareholder returns, and cost advantages across some of the most competitive US shale basins.

What’s your call on Devon: buy, hold, or sell? See the full analysis here:
http://spr.ly/6185BEc1nt

07/20/2026

Same great people. Brand-new look. 🎉 Our new careers site is live! http://spr.ly/6188BEcB2o

Get a closer look at what it's like to grow a career at Morningstar, explore our teams, and discover opportunities that match your skills and interests. Check out the new site and explore open roles.

07/14/2026

Our latest list of 33 undervalued for Q3 2026 showcases companies across a range of sectors whose stocks are trading below our fair value estimate.

Top names this quarter include Broadcom, CarMax, DTE Energy, Bank of America and many more. 💡

🔗 Tap the link to view the full list and learn more about our methodology for identifying undervalued stocks: http://spr.ly/6181BEpgJx

07/08/2026

Is there really a "number"? Not so fast.

A high portfolio value is only one piece of the puzzle. Before deciding you're ready to retire, consider the risks and the bigger questions that a single number can't answer.

What does it really mean to be ready for retirement? Read more at the link: http://spr.ly/6180BEE1LI