Morningstar Advisor - Summer 2008 - 95
On the Web MorningstarAdvisor.com’s New Look Share with Clients Download Bubble Bath Show your clients the benefits and risks involved with investing in commodities and how commodities could play a role in diversifying a portfolio. Download this free image at MorningstarAdvisor.com. If you haven’t noticed yet, head over to MorningstarAdvisor.com and take a look at our redesigned site. We’ve rebuilt it from the ground up to give users a better, easier-tonavigate portal to all of our content for advisors. The changes aren’t just cosmetic: We’ve added content across the board, from magazine spotlight articles and screens that can be loaded straight into Principia to a Market Barometer tracking every day’s performance. In addition, all of the content posted to the site over the years is now easier than ever to find and is divided into better-defined categories, and we’ve introduced new tools to go along with all of our articles. An article rating lets readers make their voices heard about the content of the article, and other new tools, including support for Facebook and social bookmarking sites, have been combined with all the familiar options (like our RSS feed) so readers can get the experience they want. So whether you’re looking for podcasts, videos, sales ideas, Web seminars, or the rock-solid articles that MorningstarAdvisor.com has always delivered, we’ve got you covered. And our content keeps evolving. Our new video player (pictured below) makes navigating through the site’s video content easier than before. We’ve also recently added behavioralfinance expert Michael Pompian, author of Most Popular Q2 Articles 1 Five Fund Picks for the Next 15 Years Do risk and return go hand in hand over the long term? 2 Natalie Choate Q&A: Preparing for 2010 Roth IRA conversions won’t make sense for all your high-income clients. 3 April’s Mutual Fund Red Flags Funds that are slumping after a manager change. 4 Five Surprising Vanguard Fund Statistics Data Points that make you think twice. 5 Fund Times: More Good Funds Reopen 6 Hidden Fund Gems 2008, Part I Call up funds from this bench if you need a lineup change. 7 Disadvantages of 529 Prepaid Plans Be sure to read the fine print. 8 The Ideal Advisor to Retirement Plan Fiduciaries the book Behavioral Finance and Wealth Management, to our mix of contributors as a monthly columnist. Here’s what you should know. 9 Fleecing 403(b) Plan Participants (Part 8) How to avoid getting bamboozled. 10 Fund Times: Another Round of Small-Cap Fund Openings Let us know what you think: e-mail us at advisorquest@morningstar.com MorningstarAdvisor.com 95
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Morningstar Advisor - Summer 2008
Table of Contents for the Digital Edition of Morningstar Advisor - Summer 2008
Morningstar Advisor - Summer 2008
Contents
Letter from the Editor
Contributors
Inbox
College Planning: Solutions and Concerns
ETFs: The Next Chapter
Engineering Financial Advice
Investment Briefs
Flexible vs. Style-Pure Managers: The Evidence
Forging a New Commodity Index
Work Your Way Through College Planning
Sizing Up the Options
Best and Worst 529 College-Savings Plans
A 529 Travel Guide
10 Tax-Smart Tips for College-Savings Planning
Global Dialogue
How Sequoia Cranks Out Good Returns Year After Year
The Many Layers of David Winters
Living on the Edge
Stocks to Buy Once a Decade
With Munis Feeling the Pain, Some Opportunities Arise
Health Care Provides Shelter from Economic Storm
Help Your Clients Get More Out of Their Bond Portfolios
Mutual Fund Analyst Picks
50 Most Popular Equity ETFs
Undervalued Stocks
Most Popular Variable Annuities
New at Morningstar
New on MorningstarAdvisor.com
Closer to Fine
Morningstar Advisor - Summer 2008 - Morningstar Advisor - Summer 2008
Morningstar Advisor - Summer 2008 - Cover2
Morningstar Advisor - Summer 2008 - 1
Morningstar Advisor - Summer 2008 - 2
Morningstar Advisor - Summer 2008 - Contents
Morningstar Advisor - Summer 2008 - 4
Morningstar Advisor - Summer 2008 - 5
Morningstar Advisor - Summer 2008 - 6
Morningstar Advisor - Summer 2008 - Letter from the Editor
Morningstar Advisor - Summer 2008 - Contributors
Morningstar Advisor - Summer 2008 - Inbox
Morningstar Advisor - Summer 2008 - College Planning: Solutions and Concerns
Morningstar Advisor - Summer 2008 - 11
Morningstar Advisor - Summer 2008 - ETFs: The Next Chapter
Morningstar Advisor - Summer 2008 - 13
Morningstar Advisor - Summer 2008 - 14
Morningstar Advisor - Summer 2008 - Engineering Financial Advice
Morningstar Advisor - Summer 2008 - 16
Morningstar Advisor - Summer 2008 - 17
Morningstar Advisor - Summer 2008 - Investment Briefs
Morningstar Advisor - Summer 2008 - 19
Morningstar Advisor - Summer 2008 - 20
Morningstar Advisor - Summer 2008 - Flexible vs. Style-Pure Managers: The Evidence
Morningstar Advisor - Summer 2008 - 22
Morningstar Advisor - Summer 2008 - 23
Morningstar Advisor - Summer 2008 - 24
Morningstar Advisor - Summer 2008 - Forging a New Commodity Index
Morningstar Advisor - Summer 2008 - 26
Morningstar Advisor - Summer 2008 - 27
Morningstar Advisor - Summer 2008 - 28
Morningstar Advisor - Summer 2008 - 29
Morningstar Advisor - Summer 2008 - 30
Morningstar Advisor - Summer 2008 - 31
Morningstar Advisor - Summer 2008 - Work Your Way Through College Planning
Morningstar Advisor - Summer 2008 - 33
Morningstar Advisor - Summer 2008 - 34
Morningstar Advisor - Summer 2008 - 35
Morningstar Advisor - Summer 2008 - Sizing Up the Options
Morningstar Advisor - Summer 2008 - 37
Morningstar Advisor - Summer 2008 - Best and Worst 529 College-Savings Plans
Morningstar Advisor - Summer 2008 - 39
Morningstar Advisor - Summer 2008 - 40
Morningstar Advisor - Summer 2008 - 41
Morningstar Advisor - Summer 2008 - A 529 Travel Guide
Morningstar Advisor - Summer 2008 - 43
Morningstar Advisor - Summer 2008 - 44
Morningstar Advisor - Summer 2008 - 10 Tax-Smart Tips for College-Savings Planning
Morningstar Advisor - Summer 2008 - 46
Morningstar Advisor - Summer 2008 - 47
Morningstar Advisor - Summer 2008 - 48
Morningstar Advisor - Summer 2008 - 49
Morningstar Advisor - Summer 2008 - Global Dialogue
Morningstar Advisor - Summer 2008 - 51
Morningstar Advisor - Summer 2008 - 52
Morningstar Advisor - Summer 2008 - 53
Morningstar Advisor - Summer 2008 - 54
Morningstar Advisor - Summer 2008 - 55
Morningstar Advisor - Summer 2008 - 56
Morningstar Advisor - Summer 2008 - 57
Morningstar Advisor - Summer 2008 - How Sequoia Cranks Out Good Returns Year After Year
Morningstar Advisor - Summer 2008 - 59
Morningstar Advisor - Summer 2008 - 60
Morningstar Advisor - Summer 2008 - The Many Layers of David Winters
Morningstar Advisor - Summer 2008 - 62
Morningstar Advisor - Summer 2008 - 63
Morningstar Advisor - Summer 2008 - Living on the Edge
Morningstar Advisor - Summer 2008 - 65
Morningstar Advisor - Summer 2008 - 66
Morningstar Advisor - Summer 2008 - 67
Morningstar Advisor - Summer 2008 - 68
Morningstar Advisor - Summer 2008 - 69
Morningstar Advisor - Summer 2008 - Stocks to Buy Once a Decade
Morningstar Advisor - Summer 2008 - 71
Morningstar Advisor - Summer 2008 - With Munis Feeling the Pain, Some Opportunities Arise
Morningstar Advisor - Summer 2008 - 73
Morningstar Advisor - Summer 2008 - 74
Morningstar Advisor - Summer 2008 - 75
Morningstar Advisor - Summer 2008 - Health Care Provides Shelter from Economic Storm
Morningstar Advisor - Summer 2008 - 77
Morningstar Advisor - Summer 2008 - Help Your Clients Get More Out of Their Bond Portfolios
Morningstar Advisor - Summer 2008 - 79
Morningstar Advisor - Summer 2008 - Mutual Fund Analyst Picks
Morningstar Advisor - Summer 2008 - 81
Morningstar Advisor - Summer 2008 - 82
Morningstar Advisor - Summer 2008 - 83
Morningstar Advisor - Summer 2008 - 50 Most Popular Equity ETFs
Morningstar Advisor - Summer 2008 - 85
Morningstar Advisor - Summer 2008 - Undervalued Stocks
Morningstar Advisor - Summer 2008 - 87
Morningstar Advisor - Summer 2008 - 88
Morningstar Advisor - Summer 2008 - 89
Morningstar Advisor - Summer 2008 - Most Popular Variable Annuities
Morningstar Advisor - Summer 2008 - 91
Morningstar Advisor - Summer 2008 - 92
Morningstar Advisor - Summer 2008 - New at Morningstar
Morningstar Advisor - Summer 2008 - 94
Morningstar Advisor - Summer 2008 - New on MorningstarAdvisor.com
Morningstar Advisor - Summer 2008 - Closer to Fine
Morningstar Advisor - Summer 2008 - Cover3
Morningstar Advisor - Summer 2008 - Cover4
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