Thursday, March 13, 2014
THE MARKET
All major indexes fell, with the Dow losing more than 200 points.
IMPROVING YOUR FINANCES
Morningstar's Christine Benz makes a minor adjustment and checks up on the performance of this ETF-oriented portfolio ideal for retirees with long time horizons.
FUND SPY
The fund is not the only casualty, but it's one of the biggest.
PERSONAL FINANCE with MARK MILLER
Deferred and single premium income annuities have key value propositions, but buyers should consider an array of questions before deciding they're a good fit.
STOCK INVESTING
Although it underperformed the S&P 500 in 2013, Berkshire was firing on all cylinders and will likely outperform the index over the long run, says StockInvestor editor Matt Coffina.
MORNINGSTAR MINUTE
As asset flows into equity funds continue to surge, it can be a gauge of performance chasing or risk investors are taking on right now.
MORNINGSTAR MINUTE
This fund has only modestly outperformed its large-cap growth peers, but it can be a solid core holding for investors comfortable with concentrated portfolios.
REKENTHALER REPORT
The fourth in a four-part series.
CHRISTINE BENZ: REAL-LIFE FINANCE
For high-income investors, a backdoor Roth IRA or taxable account will trump investing in a Traditional IRA, writes Morningstar's Christine Benz.
BOB JOHNSON: READING INDICATORS
The jobs report and initial unemployment claims were much better than expected this week as weather effects began to diminish, writes Morningstar's Bob Johnson.
JOSH PETERS: DIVIDEND INVESTING
Not surprisingly, Berkshire won't be paying a dividend this year, but Buffett's capital-allocation skills should still pique dividend investors' interest, says Morningstar's Josh Peters.
MATT COFFINA: WIDE-MOAT INVESTING
These firms deserve credit for their network effects, margins, and growth opportunities, say Morningstar's Matt Coffina and Jim Sinegal.
FIVE-STAR INVESTOR
On the fifth anniversary of the current bull market, we look at large-cap funds that have outperformed and that have P/E ratios lower than the market average.
STOCK STRATEGIST
Though midstream energy's shifting fundamentals challenge Boardwalk, these same changes create opportunities for the majority of pipeline operators
we cover.
we cover.
ETF INVESTING
Lending programs generate fees that can offset some of a fund's operating costs.
BOND STRATEGIST
Strong job growth sent Treasury rates upward, but corporate credit spreads held steady on a flood of new issues.
VIDEO REPORT
All families should submit a FAFSA regardless of income level, but they also need to monitor household finances and understand student aid formulas, says Edvisors publisher Mark Kantrowitz.
PERSPECTIVES: Knowledge@Wharton
Is it really fair to compare Tim Cook's performance to the astronomical growth the company experienced under Steve Jobs?
CEF WEEKLY
Despite a management change, this fund retains its Bronze rating.
Market Barometer
 | | |
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| | |
| Lg |
| Md |
| Sm |
Value—Growth
Day Return
| +1.25% 0 -1.25% |
1Wk Return
| +1.25% 0 -1.25% |
1Mo Return
| +4% 0 -4% |
3Mo Return
| +8% 0 -8% |
1Yr Return
| +20% 0 -20% |
3Yr Return
| +20% 0 -20% |
| 1Wk | 1Mo | 3Mo | 1Yr | 3Yr |
After the Bell
Top News
Popular Fund Quotes
News Archives
Mar 13
Market Consensus
-$195B
Actual
-$193.5B
Mar 13
Market Consensus
329K
Actual
315K
Mar 13
Market Consensus
2925K
Actual
2855K
Mar 13
Market Consensus
0.2%
Actual
0.3%
Mar 13
Market Consensus
0.2%
Actual
0.3%
Mar 13
Market Consensus
NA
Actual
0.6%
Market Indexes
DJIA
16,109
-231.2
-1.4%
S&P 500
1,846
-21.9
-1.2%
NASDAQ
4,260
-62.9
-1.5%
Morningstar U.S. Market
4,695
-56.2
-1.2%
Morningstar Small Cap
7,455
-88.1
-1.2%
Maturity
%Yield
6 Month
0.08
2 Year
0.37
5 Year
1.59
10 Year
2.73
30 Year
3.66
1 Yr Ago
Last Close
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