Morningstar is a financial services firm. Its research is considered by financial journalists as influential in the asset management industry. Positive or negative recommendations from Morningstar’s analysts can drive investments into or out of any given fund, according to observations from journalists.

Founded in 1984, Morningstar is headquartered in Chicago, Illinois.

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Latest Morningstar News

For different people, ‘aging in place’ may mean different things 

Oct 06, 2023By Chris Clow

Determining what aging in place looks like for someone can help set a course of action for older Americans, according to a new column.

• Why tapping home equity should be considered for retirement planning: Morningstar 

  Sep 07, 2023By Chris Clow

• Home-equity niche will benefit from a private-label lift 

  Mar 29, 2023By Bill Conroy

• FAR, Morningstar to collaborate on reverse mortgage education for financial planners 

  Oct 14, 2022By Chris Clow

• CNBC: ‘4% Rule’ for Retirement Savings May be Outdated 

  Nov 12, 2021By Chris Clow

• Investing Expert: Reverse Mortgages Can Help ‘Immunize’ Spending 

  Sep 06, 2021By Chris Clow

• Forbes: Researcher Details Why Retirees Could Be Unwilling to Tap Home Equity 

  Apr 27, 2021By Chris Clow

• How to Keep a Home in Retirement: Reverse Mortgages and Other Options 

  Feb 28, 2021By Chris Clow

• Morningstar fined $3.5 million for violating conflict of interest rules on ABS ratings 

  May 15, 2020By Ben Lane

• Morningstar: Five cities determine major apartment REIT performance 

  May 23, 2018By Jeremiah Jensen

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