3 Charitable-Giving Strategies That Can Also Improve Your Portfolio
Late in the bull market, appreciated assets can be ripe for the picking by the charitably inclined.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 9,161.37 |
68.35
|
−0.74%
| |
| U.S. Small Cap | 11,160.00 |
168.41
|
−1.49%
| |
| U.S. Mid Cap | 12,140.24 |
82.07
|
−0.67%
| |
| DJIA | 29,571.22 |
339.15
|
−1.13%
| |
| S&P 500 | 3,612.35 |
26.00
|
−0.71%
| |
| NASDAQ | 12,144.45 |
61.40
|
−0.50%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| NIO Inc ADR |
2.56
|
−4.73%
|
| Palantir Technologies Inc Ordinary Shares - Class A |
0.80
|
−2.89%
|
| FuelCell Energy Inc |
0.44
|
4.52%
|
| Nikola Corp |
6.18
|
−22.13%
|
| American Airlines Group Inc |
0.72
|
−4.81%
|
| Aurora Cannabis Inc |
0.72
|
6.93%
|
| Apple Inc |
2.14
|
1.84%
|
| General Electric Co |
0.12
|
−1.16%
|
| Transocean Ltd |
0.23
|
−11.06%
|
| Carnival Corp |
0.96
|
−4.47%
|
News
- Dow Falls, But Remains on Track for Best Month in Over Three Decades | Dow Jones
- Dow Falls, But Remains on Track for Best Month in Over Three Decades | Dow Jones
- Labor Department Published 'Flawed Estimates' of Weekly Jobless Claims, Watchdog Says | Dow Jones
- Texas Manufacturing Activity Slows Sharply in November — Dallas Fed | Dow Jones
- Chicago-Area Business Activity Slows in November — MNI Indicators | Dow Jones
- U.S. Pending Home Sales Fall in October — NAR | Dow Jones
- Dow on Track to Finish Best Month in Over Three Decades | Dow Jones
- Dow on Track to Finish Best Month in Over Three Decades | Dow Jones
- Jumia Technologies in At-The-Market Sales Agreement for 8 Million ADSs | Dow Jones
- German Consumer Prices Fell Again in November | Dow Jones
Features
Year-End Taxes in a Weird Year
What does 2020 have in store for year-end?
For Schwab, Near-Term Headwinds but Longer-Term Tailwinds
We look for the bottom in net interest income and trading.
The Market Rotation Reveals Light at the End of the Tunnel
November's U.S. election results and favorable vaccine news help reverse the fortunes of downtrodden small-cap and value stocks.
DFA Is Paying the Price for Its Conviction
However, the company's difficulties will likely be short-lived.
The Trouble With Social Security COLAs and Medicare Premiums
Meager cost-of-living adjustments coupled with Part B increases continue to erode the standard of living for many retirees.
An Uncertain Holiday Shopping Season Ahead
We think these two retail stocks are in the bargain bin.
3 Undervalued Stocks in Berkshire's Portfolio
We think these holdings are bargains.
Retirees' Year-End Tax-Planning Guide: 2020 Edition
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
Will Your Funds Sock You With Capital Gains Payouts This Year?
Here's what to expect from Vanguard, T. Rowe Price, Fidelity and others.
A Topnotch Bond Fund
The team at Loomis Sayles Core Plus Bond has largely put its flexible mandate to good use.
THE FUTURE OF SPENDING AND SAVING
Dollars to Doctors: How the Coronavirus Could Reshape Healthcare Spending
Are this year's healthcare trends a short-term disruption, or will they continue to impact where our dollars go?
What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behavior.
GUIDING INVESTORS
How Can Advisors Help Clients Through Market Anxiety?
Our research explored three tactics for dissuading client fears about increased volatility.
Investing and the Behavior Gap
Financial advisers are having to adapt to a new digital world. Carl Richards, creator of the Behavior Gap, looks at the challenges IFAs face and how to overcome them.
How IFAs Can Appeal to Millennials
Financial advisers must adapt their business if they want to appeal to the younger generations, says Kind Wealth's David O'Leary.
Alex Bryan
Gold Is a Dull Investment
Susan Dziubinski
The Best Municipal-Bond Funds
Russel Kinnel
These Fund Managers Are True Believers
Christine Benz
3 Ways to Deal With Fund Capital Gains Distributions
John Rekenthaler
Why Become an ESG Investor?
Karen Wallace
Should I Pay Off My Student Loans?
We Still Expect a Strong U.S. Economic Recovery
Neither the U.S. election outcome nor the coronavirus third wave will derail it.
Energy Stocks Surge on Positive Vaccine News
But plenty of upside remains.
3 Lessons About Stock Funds, From the Coronavirus Crisis
Something old, something new, and something out of the blue.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
Smart Coping Strategies for Volatile Markets
Here's some advice for those tempted to tinker with their portfolios during times of market turbulence.
The New Math on Emergency Funds
Don't eat that first potato chip.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
What History Can Teach Us About the Post-COVID Economy
How habits, fear, and sunk costs can reshape economic behavior.
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.
3 Undervalued Stocks in Berkshire's Portfolio
We think these holdings are bargains.
An Uncertain Holiday Shopping Season Ahead
We think these two retail stocks are in the bargain bin.
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
Here's how our approach to investing can inform your stock-picking process.
How to Invest Like Warren Buffett
Here's the recipe that one of the greatest investors uses to pick stocks.
Is T. Rowe's Split a Smart Way to Handle Growth?
A newly created entity will bring opportunities and trade-offs.
A Topnotch Bond Fund
The team at Loomis Sayles Core Plus Bond has largely put its flexible mandate to good use.
What Top Fund Managers Are Buying and Selling
Across the board, Morningstar Medalists got defensive in the third quarter.
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.
Retirees' Year-End Tax-Planning Guide: 2020 Edition
Strategies to consider for lowering your tax bill and improving your portfolio's positioning.
Whither the Bucket Portfolios in a Low-Yield World?
Three adjustments can reduce the opportunity cost of buckets 1 and 2.
What High(ish) Equity Valuations Mean for Your Retirement Plan
All the consternation is around low bond yields, but high equity prices are also worth troubleshooting.
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.
Why Now Is the Time for ESG Investing
We're at an inflection point in ESG investing, says Sustainalytics founder Michael Jantzi. Here's why.
Stakeholder vs. Shareholder Capitalism: What Is Ideal Today?
Watch our analysts debate whether Milton Friedman's views hold up.
What Is the Morningstar ESG Commitment Level?
Our new rating highlights the degree to which a fund or asset manager considers environmental, social, and governance issues.
Sustainability Matters: Biden Administration Will Improve Regulatory Climate for Sustainable Investing
Climate risk disclosure and rollbacks of recent rules unfavorable to ESG investing are likely.
Sustainability Matters: U.S. Investors Continue to Endorse Sustainable Investing
Last year’s record for flows was broken in July.