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“Farewell, Mutual Funds,” by John Rekenthaler, Morningstar.com, Jan. 21, 2021.
Transcript
Jeff Ptak: Hi, and welcome to The Long View. I m Jeff Ptak, chief ratings officer for Morningstar Research Services.
Christine Benz: And I m Christine Benz, director of personal finance for Morningstar.
Ptak: Our guest today is Russ Kinnel. Russ is director of manager research for Morningstar Research Services and the longtime editor of the
Morningstar FundInvestor newsletter. As part of his duties, Russ chairs the North America ratings committee that oversees and approves the analyst ratings that Morningstar s manager research analysts assign to the funds they cover. A mainstay of our research efforts for years, Russ has authored a number of well-known and widely cited studies, including the annual “Mind the Gap” study of investor returns and is frequently quoted in the financial media. Russ is a graduate of the University of Wisconsin in Madison, from which he received his bac
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Correction to Your 2021 Tax Fact Sheet and Calendar March 26, 2021 An earlier version of this article incorrectly stated that May 17, 2021, is the deadline for estimated taxes for the first quarter of 2021. The deadline is April 15, 2021.
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