Will the Real Retirement Income Number Please Stand Up?
Is the 4% rule too high, too low, or just right?
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | Closed | 9,768.37 |
149.27
|
−1.51%
|
| U.S. Mid Cap | Closed | 13,290.76 |
193.91
|
−1.44%
|
| U.S. Small Cap | Closed | 13,158.33 |
124.90
|
−0.94%
|
| DJIA | Closed | 31,270.09 |
121.43
|
−0.39%
|
| S&P 500 | Closed | 3,819.72 |
50.57
|
−1.31%
|
| NASDAQ | Closed | 12,997.75 |
361.04
|
−2.70%
|
U.S. Barometer Closed
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| SOS Ltd ADR |
1.37
|
20.15%
|
| Ocugen Inc |
0.86
|
8.96%
|
| Rocket Companies Inc Ordinary Shares Class A |
13.59
|
−32.67%
|
| General Electric Co |
0.46
|
3.54%
|
| Apple Inc |
3.06
|
−2.45%
|
| Petroleo Brasileiro SA Petrobras ADR |
0.31
|
−4.01%
|
| NIO Inc ADR |
1.76
|
−4.07%
|
| Itau Unibanco Holding SA ADR |
0.01
|
−0.22%
|
| UWM Holdings Corp Ordinary Shares Class A |
0.49
|
5.37%
|
| TransEnterix Inc Ordinary Shares |
0.62
|
15.82%
|
News
- Rocket Stock Is the New Meme Trade. Move Over, GameStop. — 2nd Update | Dow Jones
- Utilities Down As Treasury Yields Rise — Utilities Roundup | Dow Jones
- Financials Up With Treasury Yields — Financials Roundup | Dow Jones
- Consumer Cos Clipped By Inflation Concerns — Consumer Roundup | Dow Jones
- Nasdaq Falls 2.7% as Bond Yields Rise | Dow Jones
- Industrials Up After Promising Economic Data — Industrials Roundup | Dow Jones
- More Rate Scares Ahead for Stocks — Heard on the Street | Dow Jones
- Materials Drop As Rise In Treasury Yields Dings Gold — Materials Roundup | Dow Jones
- Snowflake's 4Q Revenue More Than Doubles From Year Earlier, Loss Widens | Dow Jones
- U.S. Businesses Optimistic About Economy Due to Vaccines and Hiring, Fed Beige Book Says — Update | Dow Jones
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To Invest or Not to Invest in SPACs
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ETF Flows' Record Run Cut Short in February
Investors dialed up their allocations to U.S. stock ETFs, and ARK continued to ascend the ETF ranks.
3 Warren Buffett Stocks to Buy
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Why Defined-Contribution Plans Benefit From Female Plan Administrators
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Student Loans: Answers and Resources for the Advisor's Tool Kit
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INVESTING IN STRANGE TIMES
3 Recovery Stock Picks
Morningstar's Alex Morozov looks at some of the equity research team's top stock picks, with three companies set to recover post-coronavirus.
Bucket Investors Aren't Sweating Lower Yields
In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.
Samantha Lamas
Can a Rule of Thumb Be a Shortcut to Financial Well-Being?
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2 Dividend ETFs for an IRA
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Inside a Tough Year for Primecap
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33 Undervalued Stocks for 2021
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Roth or Traditional IRA: Which Should You Choose?
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Video Games Power Up During Pandemic
Lockdowns and next-generation consoles are supercharging growth.
Morningstar's Guide to Market Volatility
For investors of all stripes, we offer our best ideas on how to take control of your portfolio in turbulent times.
Morningstar's Guide to Stock Investing
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How to Invest Like Warren Buffett
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A Financial To-Do List for March
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One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.
An Investing Road Map for Midcareer Accumulators
Key financial priorities for investors in the peak earnings years of their 40s and 50s.
Morningstar's Guide to Life-Stage Investing
Maps to follow no matter where you are in your investing life.
Morningstar's Money Guide for New Graduates
Designed for recent graduates, our guide walks through budgeting, setting goals, investing a 401(k), and the importance of investing early.
These Sectors Performed Best and Worst in the Pandemic
We look at the industries for those most affected by social-distancing and stay-at-home orders.
My 2020 Investment Lesson: The Peril of Overconfidence
A little learning is a dangerous thing.
One Year Later: Lessons Learned From the 2020 Bear Market
The biggest takeaway from that period is not to panic when the market tumbles.
What Happens to Our Investing Habits in Times of Turmoil
This is the opportune time to take notice of our financial habits.
What to Do When the Market is Manic
Why doing a whole lot of nothing might be the ultimate contrarian approach.
Should You Go Active With High-Yield Bonds?
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What T. Rowe Price's Split Means for Fund Investors
The transition has its pros and cons, but it will ultimately be a good thing.
Fidelity Contrafund Continues to Impress
The behemoth's merits are substantial.
Morningstar's Guide to Fund Investing
Here's how our analysis and ratings can inform how you choose funds.
Morningstar's Guide to Target-Date Investing
Learn how these investments work, what to look for when choosing one, and which ones earn our highest ratings.
A New Manager Selection Process for Increased Diversity
The current asset-manager evaluation process only exacerbates existing inequities in financial services.
Student Loans: A Road Map for Advisors
If you don't have clients with student loan debt already, you surely soon will.
How Advisors Can Bridge the Money and Culture Gap
Cultural competency has major implications for business.
Prepping Clients for COVID-19 Tax Season
Here's how to address upcoming taxes for a variety of client situations.
How to Build an Online Brand Using Social Media
This is an investment that can pay generous dividends in the long term.
Bucket Investors Aren't Sweating Lower Yields
In our latest stress test, the strategy has delivered cash flows and held the portfolio's value steady.
3 Target-Date Series for an IRA
Here's why target date funds can be excellent choices for an IRA.
An Investing Road Map for Pre-Retirees
The late 50s and early 60s are the perfect time for investors to embark on a savings sprint, assess the viability of their portfolio, and build out their stake in safer securities.
Special Report: Are You Ready to Retire?
Let us walk you through practical steps to ensure you're on the right track for retirement.
A Retirement Readiness Checklist
Determining if you're on track to retire can be more manageable if you break it into smaller steps.
U.S. Sustainable Funds Continued to Break Records in 2020
More funds, more flows, and impressive returns define the U.S. sustainable landscape.
What Will it Take to Close the Gender Pay Gap for Good?
The numbers are improving slightly, but it won’t be possible without mandatory disclosure.
Larry Fink’s Words Versus Actions on ESG in 2021
Larry Fink turns up the ESG dial in his annual missive to CEOs. We think BlackRock means business.
The Best-Performing ESG International-Equity Funds
These funds also stood out relative to their non-ESG peers in 2020.
A Broken Record: Flows for U.S. Sustainable Funds Again Reach New Heights
Net flows of $51 billion in 2020 were more than double the total for 2019 and nearly 10 times more than in 2018.