Morningstar is an investment research and financial services company that provides investment analysis, fund ratings, and other professional and investment services.
A named beneficiary refers to an individual identified by a written legal document who has the right to collect assets from a trust, insurance policy, pension plan account, or IRA.
Tax planning is an analysis of the financial situation or a plan that ensures that all elements work together and allows you to pay taxes as low as possible.
Unlimited Investing allows fund managers to follow investment themes and ideas without being tied to a specific performance benchmark such as the S&P 500 index.