Making the Most of Morningstar: Determining the Cost of Your Mutual Funds

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com. As we saw in the last article covering Morningstar’s Portfolio Manager, the tool provides some basic information about our investments, including the fund name, price, market value and the Morningstar […]


How to Find The Hidden Cost of Mutual Funds

I wish mutual fund companies actual sent us a bill each time they charged us. They don’t, of course, and so like The Dark Side of Placing Your Finances on Autopilot, we can easily forget about just how much they cost us. On top of that, not all costs of owning a mutual fund are […]


Making the Most of Morningstar: Portfolio Manager

The Morningstar User’s Guide is a series of articles discussing how to make the best use of the tools, research and analysis available at Morningstar.com. In the last article we covered a basic Introduction to Morningstar.com. Today we look at adding our portfolio to Morningstar. After you register with Morningstar (which is free), adding your […]


Making the Most of Morningstar: Introduction

Morningstar offers a wealth of free and paid tools, research and analysis of stocks, bonds and mutual funds. As useful as this information can be, however, it can feel like information-overload or just plain confusing. For example, when I first started using Morningstar, I had many questions: what does the Morningstar Star ratings mean and […]


Motivation and Money Tip # 7: Be Thankful

Recently, I watched the movie, The Pursuit of Happyness, starring Will Smith. The movie, which is based on a true story, is about a father trying desperately to provide for his family and to make a better life for himself. Will Smith plays Chris Gardner, a salesman of medical equipment who is just getting by. […]


The Year was 1924, the Man was Ed Leffler

The Dough Roller regularly looks Back to the Future because “even if the time for action has gone by, the time for extracting a lesson from history is ever at hand for those who are wise.”–Demosthenes (384-322 BCE) I read an article the other day about closed-end mutual funds by Fire Finance entitled, Closed End […]