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A collection of news and information related to Morningstar Incorporated published by this site and its partners.

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    May 19, 2013 |Column| Chicago Tribune

  1. Inside Penny Pritzker's portfolio: How a billionaire invests

    How do the wealthy stay wealthy? The mandatory financial disclosure released last week by commerce secretary nominee Penny Pritzker provides a rare look at an American billionaire's entire investment portfolio. Pritzker inherited much of her wealth, long stashed in hundreds of domestic trusts and at least one offshore family trust. But she also has built a reputation as a savvy executive who has managed and built companies within her family's operations.
    How do the wealthy stay wealthy? The mandatory financial disclosure released last week by commerce secretary nominee Penny Pritzker provides a rare look at an American billionaire's entire investment portfolio. Pritzker inherited much of her wealth,...

    Tags: Penny Pritzker, Financial Markets, Berkshire Hathaway Inc., Joint Ventures, Elgin

    2. Apr 29, 2010 |Column| Chicago Tribune

  2. For owners, it's more than puppy love

    Your friends are cooing about their new baby. Oh, yeah, it's a dog.
    Your friends are cooing about their new baby. Oh, yeah, it's a dog. "Pets have become the first child," says pet industry analyst R.J. Hottovy, explaining why even in tough economic times, spending on our animals continues to climb. Instead of investing...

    Tags: Pets, Rabies

    3. Feb 24, 2013 |Column| Chicago Tribune

  3. Rosenthal: Who will lead office-supply tango?

    "Dancing is not my forte," OfficeMax Chief Executive Ravi Saligram said on an analyst call with Office Depot CEO Neil Austrian to discuss the merger of the office supply retailers. "Notwithstanding this, I joined Fred Astaire Dance School, and lo and behold, Neil and I have decided to tango. All joking aside, ladies and gentlemen …"
    "Dancing is not my forte," OfficeMax Chief Executive Ravi Saligram said on an analyst call with Office Depot CEO Neil Austrian to discuss the merger of the office supply retailers. "Notwithstanding this, I joined Fred Astaire Dance School, and lo and...

    Tags: Amazon.com Inc., Entertainment, Economy, Business and Finance, Walmart, Restructuring and Recapitalization

    4. Mar 1, 2013 |Column| Chicago Tribune

  4. 'Unloved' funds urged as strategy to embrace

    It's IRA time, with people opening individual retirement accounts after doing their tax returns and then fretting over where to invest the new money. Some labor over the decision, figuring there is one right fund. Yet, if you already have a balanced...

    Tags: Labor Legislation, Economy, Business and Finance, Career and Workplace, Mutual Funds, Credit Ratings

    5. Mar 15, 2013 |Column| Chicago Tribune

  5. Sooner or later, bear market will growl back

    Could it happen again? Could your retirement plans end up in shambles, and your college savings tattered? As investors see the stock market repeatedly climbing to new records lately, some people want to know that they will be safe this time. They'd...

    Tags: Stock Market, Economy, Business and Finance, Financial Planning, Finance

    6. Feb 3, 2013 |Column| Chicago Tribune

  6. Never too early to plan for college expenses

    Look at your cute baby, and imagine the little tyke wearing a high school cap and gown about 17 years from now.
    Look at your cute baby, and imagine the little tyke wearing a high school cap and gown about 17 years from now. Picturing the child holding a diploma, when he or she can't even hold a rattle yet, is probably next to impossible. But that day will come....

    Tags: Kohl's, Financial Aid, Economy, Business and Finance, Loans, Academic Progress

    7. Jan 30, 2013 |Column| Chicago Tribune

  7. MarksJarvis: 'Just trust me' allure of hedge funds gives way to 'buyer beware'

    The magic is gone … the infatuation over.
    The magic is gone … the infatuation over. Wealthy investors who thought a few years ago that brainy hedge fund managers would show them the money have shed their rose-colored glasses. Individuals are no longer enamored with the funds, and for...

    Tags: Yale University, Stock Market, Economy, Business and Finance, Mutual Funds, Credit Ratings

    8. Jan 17, 2013 |Column| Chicago Tribune

  8. Music story isn't over yet for Dolly Varden

    A sampling of how it works for a rock 'n' roll band in middle age:
    A sampling of how it works for a rock 'n' roll band in middle age: The bass player and drummer drive in for rehearsal from the suburbs where one of them is an interfaith counselor and the other, for a time, operated a fresh-bread franchise. One...

    Tags: Old Town School of Folk Music, Entertainment, Dolly Parton, Physical Fitness and Exercise, Breads

    9. Nov 28, 2012 |Column| Chicago Tribune

  9. MarksJarvis: Dividend stocks risk a drop as 'fiscal cliff' approaches

    The darlings of cautious investors are sitting on the edge of the "fiscal cliff" and feeling twinges of tax anxiety.
    The darlings of cautious investors are sitting on the edge of the "fiscal cliff" and feeling twinges of tax anxiety. Much to the surprise of some investors, dividend-paying stocks — sleepy investments like utilities — along with real...

    Tags: Services and Shopping, Stock Market, Petroleum Industry, Economy, Business and Finance, 401K

    10. Oct 31, 2012 |Column| Chicago Tribune

  10. Stock markets' pause button looks like the best call

    You know how necessity is the mother of invention? Well, superstorm Sandy was a mother all right.
    You know how necessity is the mother of invention? Well, superstorm Sandy was a mother all right. The waterlogged island of Manhattan — a nerve center for the nation — was effectively quarantined, its bridges and tunnels closed. In Midtown,...

    Tags: NYSE Euronext, Inc., New Canaan, Science and Technology, Stock Market, Electronics

    11. Oct 19, 2012 |Column| Chicago Tribune

  11. Improvements on rise for 529 college savings plans

    The quest by states and mutual fund companies to capture the $179 billion that people are saving for college in 529 plans has led to improved investments and more reasonable fees for college savers.
    The quest by states and mutual fund companies to capture the $179 billion that people are saving for college in 529 plans has led to improved investments and more reasonable fees for college savers. In a study of the plans offered by states throughout...

    Tags: Financial Markets, Economy, Business and Finance, Personal Finance, Tuition Planning Services, Education

    12. Dec 19, 2012 |Column| Los Angeles Times

  12. Herman Wouk, a novel force

    The year Herman Wouk was born, Woodrow Wilson was in his first term in the White House, the Lusitania's sinking was on the front page and "The Birth of a Nation" was playing in silent movie theaters. In the 97 years since, with such books as "The Caine Mutiny," "Marjorie Morningstar and "The Winds of War," Wouk became a force in American letters, and in film and television as well. His latest novel, "The Lawgiver," tells the tale of a Hollywood struggle to make a movie about Moses. Wouk's modern story about the ancient and long-lived biblical hero unfolds via text messages, emails and plain old-fashioned letters. And he's made himself and his late wife, Betty Sarah, characters in the book. Wouk is a devotee of Skype, which is how he talked to me from his Palm Springshome.
    The year Herman Wouk was born, Woodrow Wilson was in his first term in the White House, the Lusitania's sinking was on the front page and "The Birth of a Nation" was playing in silent movie theaters. In the 97 years since, with such books as "The Caine...

    Tags: Jane Eyre (movie), Unrest, Conflicts and War, Religion and Belief, Entertainment, Fred Allen

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