Karen Wallace

We take a look at the pros and cons of this investing strategy.

If you own mutual funds in a taxable account, you may find yourself with a tax bill despite not having sold a single share.

Where does the money go, and what is it used for?

We examine the impact of President Biden’s plan on both individual households and the larger economy.

The investing legend might take an interest in these high-quality stocks if Berkshire Hathaway were nimble enough.

Is paying down your loans while payments are suspended the best use of your dollars?

Investors in target-date funds can set up a diversified portfolio and maintain a sensible asset allocation for decades without breaking a sweat.

Here are the pros and cons of using Roth IRAs for college savings.

A change to the Morningstar Sustainability Rating methodology means we can rate more funds, in more categories. 

The FAFSA for the 2022-23 school year is now available. Put it on your to-do list.

The FAFSA for the 2022-23 school year is now available. Don't disregard it when planning how to pay for college.

Here's what you need to know about Social Security and your retirement plan, Millennials and Gen Xers.

Lifestyle upgrades add up and have consequences for your today and tomorrow.

We review potential impact on valuation for the four companies involved.

We show you how to set up a budget that aligns your spending with your goals and values.

These practical tips can help you become a more mindful shopper.