As the first Secretary of the Treasury, Founding Father Alexander Hamilton created a financial revolution, laying the foundation for America’s ability to become the richest and most powerful nation in history.
Funds
Streamlined Portfolios & Financial Plans That Work for Christine Benz
Sometimes perfection really is the enemy of the good. Christine Benz, Morningstar’s personal finance and retirement guru, has come up with some “good enough” solutions for portfolios and financial plans that work well for most of us.
Must-Do 2026 Financial List with Morningstar’s Christine Benz
Morningstar’s personal finance guru Christine Benz shares her 2026 financial to-do list with WealthTrack. What’s different this year? What needs adjusting? She has the must-do actions to take and the ones to consider.
Value Investor Rob Arnott Is Adding Growth to His Fundamental Index Mix
Rob Arnott’s pioneering Fundamental Indexes are known for their value tilt, but growth is now being added to the mix. Why do NVIDIA and Apple make the cut, but Amazon and Microsoft do not?
OWN SOME DIVIDEND GROWTH COMPANIES
OWN SOME DIVIDEND GROWTH COMPANIES Financially healthy More defensive in nature Provide reliable income Compounding power if dividends reinvested MORNINGSTAR ANALYST FAVORITES Vanguard Dividend Growth Fund Recently reopened to new investors Rated 5-star Gold by Morningstar Same manager since 2006 Beaten market with lower volatility Vanguard Dividend Appreciation ETF Gold Medal Analyst rating […]
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE
CONSIDER INVESTING IN A SOCIALLY RESPONSIBLE FUND, EITHER ACTIVELY MANAGED OR PASSIVE U.S. Socially Responsible Investments in 2016 $8.72 Trillion MORNINGSTAR FAVORITES Calvert Funds Parnassus Funds Parnassus Fund (PARNX) Large growth fund Strong long-term track record PARNX data by YCharts Watch the related WEALTHTRACK episode.