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    • Conduct a Cost Audit of Your Portfolio

      Morningstar· 1 year ago

      If your funds' costs are higher than you'd like them to be, click the Holdings Detail on the Fees & Expenses header. You can then see your holdings' expense ratios alongside those of average ...

    • Your 2018 Financial To-Do List

      Morningstar· 2 years ago

      Go paperless: Your financial providers have probably been badgering you for years about switching over to electronic delivery of your statements. It's time to take them up on it. After all, ...

    • Get Organized

      Morningstar· 2 years ago

      Not only have most financial providers made it easy to pay bills and retrieve the documents you need on demand, but mutual fund companies and brokerage firms are now also responsible for tracking ...

    • Simplify Your Investment Plan

      Morningstar· 2 years ago

      Clutter can crop up within those accounts, too: What started as a slim portfolio of just a couple of holdings may have gotten more complicated as you amassed more assets and went looking for ...

    • How to Tame Your Financial Records

      Morningstar· 1 year ago

      You can gain access to your documents via your providers' websites; any documents you'd like to save longer term can be stored electronically. Essential to accessing and storing electronic documents ...