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Welcome to Morningstar

How to save twice your salary by age 35

We walk through exactly what's required to hit this savings benchmark (hint: it's not sorcery)

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Get financial advice first, investment advice later

Budgeting for students

How to set your savings rate

Do you have enough to retire?

For soon-to-be retirees, it's crucial to conduct an ultra-customized assessment of retirement-savings adequacy

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Investing in your 40s

Is hiring an advisor 'worth it'?

A down-market survival guide for retirees

Canadian investors get a ‘Below Average’ fee experience

Morningstar’s sixth Global Investor Experience Study on fees and expenses sees Canada rise from dead last

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Is hiring an advisor 'worth it'?

MFDA discretionary trading push is pointless

The active-passive portfolio

Smart shortcuts for the good-enough investor

That old demon debt

Investing in your 40s

Is hiring an advisor 'worth it'?

Get financial advice first, investment advice later

20 common investing mistakes

Budgeting for students

A down-market survival guide for retirees

Tackle tax on bonds

Retirement planning is complicated. Your portfolio shouldn't be.

Investing in your 50s

Quant Concepts: The importance of sector diversification in Canada

How to blend work and retirement

Quant Concepts: A magical blend of momentum and income

Annuities tips and planning for lifetime income

Interest rates, mortality credits, and asset allocation around annuities

How to build a portfolio set for growth

Learn how to pick growth companies which offer the potential for great long term gains

The Brexit blueprint for Canadian investors

What is the end-game, and what value can British equities bring to portfolios today?

Best Ideas

Sustainable Funds

Morningstar's highest rated sustainable funds.

Five Star Stocks

Leveraging Morningstar's quantitative ratings, these stocks have what it takes to win in the long run.

Gold Medalist Funds

These funds receive our analysts' highest ratings: Gold, Silver, or Bronze.

Morningstar Indexes

Morningstar Indexes are designed to help guide investors

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