Morningstar

Your Public Library May Be a Resource

Your local public library very likely offers valuable investment data.  The idea of using a library might seem out of date.  But nothing could be further from the truth. Until recently I had not visited a library in years.  Things like cost basis research used to warrant a trip from time to time.  But the …

A Comprehensive Source for Closed-End Fund Information

CEF Connect is a well-constructed website dedicated to data on closed-end funds.  It is sponsored by Nuveen and therefore ad-free.  This is a smart move.  Every time you go to their site you see the company name and they did it without adding layers of content from third-party marketing services. No registration is needed.  There …

Interpreting Morningstar’s “Growth of 10K” Graphs

When I had less experience Morningstar’s “Growth of 10K” charts impressed me.  They made mutual fund investing appear to be a lucrative and easy strategy.  Mutual funds are certainly useful.  But the “Growth of 10K” chart should not be the sole basis for decision-making. Morningstar (morningstar.com) is a fantastic source of free data for investors.  I …