Where you live, and how much home equity you have, should impact how you invest for retirement, argue Morningstar experts.

Math-minded researchers are attempting to distill the mind of the world's greatest investor. Even if they fall short of replicating Warren Buffett's craft—and they will—there are good lessons here about what it takes to beat the market.

What do you do when someone hires you to invest her portfolio — and then won't let you invest her portfolio? For starters, you send her 80 reports over 13 months.

What's true financial planning? Helping someone achieve his hopes and dreams, even if he's no longer alive.

Putting your property up for rent can be tricky. Here’s how to sidestep six of the most common blunders.

A new report shows that 529 accounts are growing, but that investors are shying away from stocks.