Retirement Guides


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.

New Retirement Guides

When we enhanced Morningstar Investment Research Center earlier this year, we added the Portfolio area to the database. The area is not only home to our 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.

We’re pleased to announce that we’ve added new guides to the Investment Goals section of our 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. You may also post them to your library’s web site to drive traffic to Morningstar Investment Research Center, or use excerpts from them in your communications with your community.

Advertisements

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s