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The Morningstar Fund Compare tool quickly evaluates different funds against one another. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
The Morningstar Portfolio Review tool compares and analyzes your portfolio holdings. In addition to Nuveen funds, add any MF, CEF or ETF available from Morningstar. Important information and disclosures are included after you click Generate Report. Please ensure to enable pop-ups in your browser.
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Fund Compare
Quickly evaluate different MFs, CEFs and ETFs against one another
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Portfolio Review
Generate a detailed analysis of your portfolio holdings including MFs, CEFs and ETFs
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Municipal Bond Ladder Tool
Learn how a laddered portfolio may perform in rising rate environments
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Navigating college funding: strategies to
help your clients

Paying for a child’s college education is one of the biggest financial concerns for parents today. This guide aims to provide you with the knowledge and resources you need to help your clients make a more informed college buying decision and avoid overpaying for college. You’ll learn how to help your clients:

  • Find the most “free” money for college
  • Understand how financial aid works 
  • Determine a college budget
  • Develop a smart borrowing strategy  
 

Download the guide

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During periods of uncertainty and increased market volatility, investors can easily lose sight of their long-term financial goals or even fall into the trap of trying to time the ups and downs of the market.
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