Morningstar Advisor Magazine

Welcome to China's Universe: How to invest in what will become the world's dominant economy. Plus, Morningstar Conversation with Yale professor Zhiwu Chen, how Wedgewood uses ideas from indexers and value investors, where indexing fails, and is it rational for investors to flood into passive ...

Thirsty for Yield: Real yields are drying up, but opportunities for income are still out there. Plus, Morningstar Conversation with Don Yacktman, how BM&O built a winning culture, what questions to ask before buying a closed-end fund, and the muddled proposition of "to" and "through" target-date ...

The Passive Invasion: ETFs are disrupting fund-distribution models, and asset management will never be the same. Plus, Morningstar Conversation with Bill McNabb and Marty Flanagan, Baron exiles create own slate of funds, better ways to analyze ETFs, and the pitfalls of peer groups.

529 Plans Grow Up: New tools and transparency make it easier than ever to find right 529. Plus, 10 Questions about the college-savings challenge with TIAA-CREF's Douglas Chittenden, the inefficient pricing of moats, and utilities after Japan's crisis.

State of the Fund Industry: U.S. investors are well served, but Europe's fund industry has its sights on bigger things. Plus, Morningstar Conversation with John Gunn and Greg Johnson, why bond funds are cheaper than stock funds, the lingering effects of reform on the health-care sector, and 10 ...

This issue's Spotlight section looks at how active and passive investment strategies should coexist. There's also 10 Questions with Bob Olstein, a Gray Matters article on credit risk, screens, picks, and more.

This issue's Spotlight section looks at the uncertainty surrounding retirement. There's also 10 Questions with Dan Fuss, a Gray Matters article on alternative investments, screens, picks, and more.

Federal estate-planning rules are still up in the air, and only careful planning can keep assets moving toward their intended recipients.

Investor's have the chance to take advantage of the sector's long-term prospects.

This issue's Spotlight section looks at the headwinds facing bond investors. There's also a conversation with Harry Markowitz, 10 Questions with Terry Burnham, screens, picks, and more.

Inflation. Deflation. High interest rates. Boom times. How to invest in these economic environments and more.

Higher growth rates are available outside the United States - as are many of the world's best companies.

Skillfully applied, an allocation of alternative investments can lower a portfolio's overal risk profile.

This issue's spotlight looks at behavioral finance from both practical and theoretical points of view. There's also a conversation about merging markets, a research piece on the strengths of stocks, and more.

This issue's spotlight is all about small caps, and whether jumping into the small-cap arena is the right thing to do. There's also a conversation between Chuck Royce and Irene Hoover, a panel on Modern Portfolio Theory, and more.

This issue's spotlight shines on the ever-evolving landscape of socially responsible investing. There's also a conversation about the faults of the Fed, a profile of Appleseed Fund, and more.

This issue's spotlight revolves around the manifold risks of leverage. There's also a conversation between Bob Rodriguez and Jeffrey Gundlach, a profile of PIMCO's Vineer Bhansali, and more.

This issue's spotlight centers on the financial crisis, with a focus on risk. There's also analysis about the role of credit default swaps, a conversation with economic luminaries, and a profile of Nick Kaiser, who runs the Islam-friendly Amana funds.

This issue's spotlight is taxes, and strategies for dealing with them. There's also Morningstar research on American Funds, a conversation with Robert Hagstrom, and a profile of Kevin O'Boyle of Presidio Fund.

The spotlight tackles the challenges of creating an effective plan for college savings. There's also Morningstar research on investment style flexibility, a conversation with Robert Gensler, and a profile of David Winters of Wintergreen Fund.

A spotlight is on retirement income, and new vehicles and theories for maximizing it. There's also a Morningstar take on fundamental indexing, a conversation with Richard Pzena, and a profile of 1st Source's Ralph Shive.

A look at the Morningstar Style Box is the focus of this issue; also featured is a conversation with fundamental indexing guru Rob Arnott and Unidiscovered Manager profile of Mary Ellen Stanek.

Highlights include a spotlight section on international investing, a conversation between Marty Whitman and Jean-Marie Eveillard, a look at how Dennis Lynch runs his shop, and more.

Spotlight on suitability, a conversation between John Rogers and Wally Weitz, a profile of John Osterweis, and more.