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  1. The Week Ahead: The Heart of Earnings Season

    07/23/2017

    It's a busy earnings week with results from Alphabet, Amazon, Coke, Starbucks, Eli Lilly, Boeing, Ford, GM, Exxon, and many more. Plus, a Fed meeting on Wednesday.

  2. Advisors Need to Understand Wants, Wealth, and Well-Being

    07/22/2017

    Wealth managers need to move from just being worried about beating the market to thinking about overall financial well-being, says Meir Statman.

  3. We Still See Upside in Microsoft Shares Today

    07/21/2017

    Microsoft [TICKER:MSFT] closed fiscal 2017 with a bang, delivering top- and bottom-line results that easily outpaced our expectations.�� We are beginning to see Microsoft's cloud business drag consolidated top-line results along with it. Although Commercial Cloud margins remain a drag on

  4. Muni Market Rebound in First Half

    07/21/2017

    High-yield munis have performed best this year, but tax and healthcare reform could impact the market going forward.

  5. Starbucks' Competitive Edge Sharpens

    07/21/2017

    The company's already wide moat is strengthening, and its shares are undervalued.

  6. Hanesbrands Is an Attractive Dividend Stock

    07/20/2017

    We see room for both healthy dividend growth and stock appreciation in the undervalued narrow-moat apparel manufacturer.

  7. IBM Posts Mediocre Quarter; Shares Fully Valued

    07/19/2017

    Management is optimistic that results will look better in the second half of 2017, but we think investors should wait for a bigger discount before buying.

  8. A Quality, Undervalued Healthcare Firm

    07/19/2017

    We see opportunity with wide-moat McKesson as drug pricing downturns and client contract losses abate.

  9. Manager Changes Amid Good Relative Performance at Fidelity

    07/19/2017

    Morningstar's Katie Reichart gives a midyear review of the firm as it confronts investors shifting to passive.

  10. Why Netflix Looks Expensive

    07/18/2017

    Subscriber growth remains strong, but the content investments to attract users are weighing on cash flow.

  11. This Fund Offers Solid Performance in Down and Up Markets

    07/18/2017

    Bronze-rated Janus Henderson Mid Cap Value is getting back on track with a defensive investment approach and reasonable fees.

  12. Getting All of the Benefits of Retirement Spending

    07/18/2017

    Professor Meir Statman says retirees need to figure out the utilitarian, emotional, and expressive benefits to their spending in retirement.

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