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How We Help Individual Investors

Create a Financial Plan

Create a Financial Plan

The first step to taking control of your financial future is a sound plan. Our straightforward commentary and powerful analytics help you understand your investments, evaluate your needs, and confidently chart a way to meet your financial goals at any stage in your life.

Learn Investing Essentials

Learn Investing Essentials

Our books guide you through the fundamentals of the stock, mutual fund, and exchange-traded fund markets. Written by top Morningstar analysts, each provides a roadmap to finding sound investment opportunities. Our educational events bring you even closer to the source so you can learn firsthand from our experts.

Get Investment Ideas from Trusted Morningstar Experts

Find Guidance from Trusted Morningstar Experts

Investors turn to us for practical ideas that they can immediately put to work. Through our popular newsletters, websites, and events, we share our insights and offer real-money model portfolios that have consistently outperformed their benchmarks.

Research Specific Investment Opportunities

Research Specific Investment Opportunities

We provide financial data, ratings, charts, and independent Morningstar Analyst Reports on thousands of stocks, mutual funds, and exchange-traded funds. Our comprehensive and current information filters out the noise and demystifies the investment process so you can build your financial future the way you envision it.

Individual Investor Client Stories

Susan C. Fischer Warren says she’s changed how she invests because of what she’s learned through Morningstar.com®. Full story


Insights for Individual Investors

Morningstar® StockInvestor for iPad
Download our free app to learn more about our favorite wide-moat stocks.
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Morningstar.com® Premium Membership
Start your free trial to get the best of our research and portfolio tools.
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Investing for the Long Run
Learn how to get your finances in order with our new investing guide.
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