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Micah Lidberg, this issue’s illustrator, sees many similarities between his experiences with nature, which play a large part in his work, and the experiences of most investors. “Awareness and timing are crucial,” he says. “Flying kites, as carefree as that may be, is an act that requires tuning in and taking advantage of what the changing winds offer.” Lidberg’s work has appeared in The New York Times and in campaigns by Lacoste, Ogilvy & Mather, and Target. He lives in Birmingham, Ala.
June/July 2016 - Morningstar Magazine
http://ow.ly/uzZu300O51a
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Questions over the U.K.'s separation terms, possible economic fallout, and the future of the EU itself could upset the markets in fits and starts for months to come, says Morningstar markets research analyst Tim Strauts.
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As Britain weighs the immigration, cost-benefit, and trade implications of E.U. membership, U.S. investors should check their risk exposure to Europe.
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Can Adobe's cloud momentum continue? Plus, details on FedEx integration of TNT Express and Bed Bath & Beyond's acquisition of One Kings Lane.
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The mutual fund industry is used to being regulated by the SEC, so it was a surprise to find that the Department of Labor, or DOL, has decided to do so as well. The DOL is responsible for ERISA, and it is making new rules for doing business with retirement funds such as individual retirement accounts and 401(k)s. The main goal is to take advice providers, now perhaps registered representatives, Registered Investment Advisors, and Certified Financial Planners, and make them fiduciaries, so that they must put the client’s interest ahead of their own. About half of retirement fund assets are invested in mutual funds. Thus, the DOL intends to change the economics of mutual funds in favor of the retirement plan. Find out more about the effects of the new rule, here: http://www.nxtbook.com/nxtbooks/morningstar/magazine_20160607/#/18
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There are funds out there that outperform the indexes... net of fees. 
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IVA's Charles de Vaulx distinguishes himself from peers by holding big cash stakes and gold bullion, and by using a flexible hedging strategy.
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Uncertainty on the Way for U.K. Banks plus, our take on Tesla's move to vertically integrate, and Facebook's investment to defend its moat.
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Investors need to keep cool calm heads amid political and financial uncertainty following the Brexit vote, says Dan Kemp of Morningstar Investment Management.
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The midstream and downstream sectors are likely to hold up better if, as we predict, U.S. supply growth will keep a lid on crude prices.
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On day three of the Morningstar Investment Conference Bill Winterberg visits the candy bar, explores the Social/Digital Hub and chats with Tricia Rothschild on managing complexity via a technology ecosystem.

For all Morningstar videos: http://www.morningstar.com/cover/videocenter.aspx
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Russ Kinnel shares his Morningstar Investment Conference take-aways including not losing sight of quality when bargain-hunting, being skeptical of hot stocks, and finding value in TIPS.
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Fidelity Overseas manager Vince Montemaggiore discusses his valuation-sensitive, high-quality approach to stock-picking.
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In their circles
38 people
Have them in circles
505 people
Eika Gruppen's profile photo
Patrick Cannan's profile photo
BetterInvesting's profile photo
Investment Company Institute's profile photo
Kyle Orlinski's profile photo
ETF Turkey's profile photo
Alhambra Sol's profile photo
RedQuarry's profile photo
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A leading provider of independent investment research
Introduction
Morningstar, Inc. is a leading provider of independent investment research in North America, Europe, Australia, and Asia. The company offers an extensive line of products and services for individual investors, financial advisors, asset managers, and retirement plan providers and sponsors. Morningstar provides data on more than 500,000 investment offerings, including stocks, mutual funds, and similar vehicles, along with real-time global market data on more than 17 million equities, indexes, futures, options, commodities, and precious metals, in addition to foreign exchange and Treasury markets. Morningstar also offers investment management services through its investment advisory subsidiaries, with more than $170 billion in assets under advisement and management as of Sept. 30, 2015. The company has operations in 27 countries.