When Morningstar enhanced Morningstar Investment Research Center earlier this year, they added the Portfolio area to the database. The area is not only home to their popular Portfolio X-Ray Tool, but it also features several calculators and topical primers on a series of investment goals, including retirement and college planning.
Now they added new guides to the Investment Goals section of the Portfolio area. The new guides provide retirement planning and investing tips for investors of all generations and life stages. The Echo Boomer Guide is written for young adults, the Baby Boomer Guide is targeted at those approaching or in the early stages of retirement, and the Grand Generation Guide is geared to investors in retirement.
The guides will remain on Morningstar Investment Research Center . Feel free to print them out, and use them as the basis for investment sessions.