Friday, July 11, 2014
Improving Your Finances
In Part 3 of a three-part interview, T. Rowe Price's Christine Fahlund addresses the highly debated issue of withdrawal rates and the merits of "practicing retirement."
Fund Spy
The answer, so far, is yes; cultural constants preserve the firm's uncompromising ethos.
Morningstar Minute: ETF Favorites
Due to a lack of consensus on the issue, many foreign large-blend and emerging-markets funds are underweight South Korean firms.
Stock Investing
With the uptick in merger and acquisition activity, whether it be for tax-inversion or strategic reasons, investors should focus on the target company, which can benefit from the deal immediately, says Morningstar's Matt Coffina.
Heard on the Boards
What specific factors will you be checking up on in your midyear review?
Wide-Moat Spotlight
These wide-moat companies offer very stable business models and sticky customer bases, but investors should wait for a better opportunity to buy shares.
Sam Lee: Rational Investing
High-yield bonds are expensive, but if you absolutely demand high income, here's a closed-end fund to consider.
Russ Kinnel: Fund Investing
In all, we changed Morningstar Analyst Ratings on 15 funds in June.
Rekenthaler Report
The idea is good, but the benefits are overstated.
Bob Johnson: Reading Indicators
Shopping center data hit new highs, auto sales broke all expectations in June despite strong headwinds, and pending home sales made one of their biggest jumps in the recovery.
Christine Benz: Real-life Finance
In Part 2 of a three-part interview, T. Rowe Price's Christine Fahlund discusses getting the most out of Social Security benefits as well as longevity and long-term care insurance.
Josh Peters: Dividend Investing
P/Es could still rise further, but dividend investors should consider putting a ceiling on their purchase prices so they can maintain desired yields without paying
too much.
too much.
Matt Coffina: Wide-Moat Investing
StockInvestor editor Matt Coffina reviews the recent additions and subtractions to Morningstar's Wide Moat Focus Index as well as his current favorites among index constituents.
Five-Star Investor
When stocks have dropped, these funds tend to outperform their peers.
Stock Strategist
We assign the e-commerce firm a wide moat rating ahead of its IPO.
Fund Spy
Highlights from Morningstar's 2014 Target-Date Series Research Paper.
ETF Investing
Sector's robust comeback takes a turn so far in 2014.
Video Report
Western Asset's Rob Amodeo explains how it's no longer a "set it and forget it" muni market, and he also details why he likes some Puerto Rican bonds.
Perspectives: Knowledge@Wharton
The after-effects of the Great Recession have dealt a blow to the middle market. Companies must change their innovation strategies to respond.
CEF Weekly
At midyear 2014, taxable-bond CEF categories like bank loan and high yield--which had strong runs last year--have had muted success, while preferred stock leads the pack.
Market Barometer
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| Lg |
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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 |
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