With 401(k) Plans, What You Don't Know Can Hurt You
The silent damage caused by revenue-sharing agreements.
Markets
Market Indexes
Name
|
Value
|
Graph
|
Change
|
Change %
|
|---|---|---|---|---|
| U.S. Market | 9,742.63 |
82.00
|
0.85%
| |
| U.S. Mid Cap | 13,144.03 |
84.21
|
0.64%
| |
| U.S. Small Cap | 12,867.66 |
120.41
|
0.94%
| |
| DJIA | 30,981.69 |
167.43
|
0.54%
| |
| S&P 500 | 3,799.99 |
31.74
|
0.84%
| |
| NASDAQ | 13,176.28 |
177.77
|
1.37%
|
U.S. Barometer
Gainers, Losers, Actives
Equity Name
|
Price Change
|
Percent Change
|
|---|---|---|
| Gevo Inc |
4.17
|
65.19%
|
| Bionano Genomics Inc |
0.68
|
8.07%
|
| NIO Inc ADR |
0.42
|
0.74%
|
| BlackBerry Ltd |
1.81
|
18.39%
|
| GameStop Corp Class A |
5.63
|
15.86%
|
| Apple Inc |
0.35
|
0.28%
|
| Ford Motor Co |
0.28
|
2.85%
|
| Churchill Capital Corp IV Ordinary Shares - Class A |
0.22
|
−1.20%
|
| Bank of America Corp |
0.48
|
1.47%
|
| General Motors Co |
4.76
|
9.53%
|
News
- Goldman Profit More Than Doubles, Powered by Trading — 3rd Update | Dow Jones
- Stocks Rise as Earnings Season Ramps Up | Dow Jones
- Yellen Tells Lawmakers That American Workers Would Be Her Core Focus — 2nd Update | Dow Jones
- Yellen Tells Lawmakers That American Workers Would Be Her Core Focus — Update | Dow Jones
- General Motors Up Nearly 10%, on Track for Record High Close — Data Talk | Dow Jones
- Gilead Sciences Up Nearly 7%, Best Performer in the Nasdaq 100 So Far Today — Data Talk | Dow Jones
- Yellen Tells Lawmakers That American Workers Would Be Her Core Focus | Dow Jones
- Bank of America Quarterly Profit Falls 22% — 2nd Update | Dow Jones
- Stocks Rise as Earnings Season Ramps Up | Dow Jones
- Stocks Open Higher as Earnings Season Ramps Up | Dow Jones
Features
A Responsible Version of Market-Timing
Rebalancing your portfolio allows you to 'buy the dip.'
Pinning Down Portfolio Rules of Thumb
Investing can be complicated, but common portfolio guidelines can be a good starting point.
COVID-19 VACCINE
Biopharma Companies With COVID-19 Treatments See $10 Billion Market in 2021
We expect quickly declining sales potential after that, however.
COVID-19 Vaccine Distribution and Herd Immunity to End Pandemic
Successful vaccine development and rollout will boost industry goodwill and reduce ESG risk, but we’re keeping our valuations steady.
Morningstar's Guide to the Development of a Coronavirus Vaccine
Here's how companies around the world are working toward a treatment.
RETIREMENT PLANNING
How to Approach Retirement Portfolio Withdrawals in 2021
The first step is to map out what your spending might be for the coming year.
The 2021 Retirement Landscape
Medicare and Social Security solvency are among the top retirement challenges this year.
An Investor’s Guide to the Biden Administration
A look at the tools the president can wield and the public policy he might pursue.
What an Economic Rebound Could Mean for Corporate Bonds
Risks and rewards in the 2021 corporate-bond market.
Don’t Count Out World Allocation Strategies Just Yet
What history shows us.
EARNINGS UPDATES
JPMorgan Reports Excellent Fourth-Quarter Earnings
The wide-moat bank beat our expectations for investment banking, trading, asset management, and mortgage fees.
BlackRock's Q4 Lifts
We expect to increase our fair value estimate to around $750 per share from $620 to account for the continued recovery in the equity, credit and currency markets.
We Maintain our $43 FVE for Delta Amid Nascent Travel
Despite the pandemic, we continue to see clear reasons to expect a resounding recovery post-vaccine in both leisure and business travel.
DIVERSITY, EQUITY, AND INCLUSION
Insights From Michelle Singletary: Diversity in Financial Services
"There is enough for everybody,” writes The Washington Post columnist.
75 Must-Know Statistics About Race, Income, and Wealth
Income and wealth disparities along racial lines have repercussions for all aspects of life in the U.S.: education, health, homeownership, retirement, and life expectancy.
Investing for Social Justice From the Bottom Up
Advisor Rachel Robasciotti listens to groups on the ground to make an impact.
Susan Dziubinski
33 Undervalued Stocks for 2021
John Rekenthaler
What to Know: Indexing With a Twist
Christine Benz
Your 2021 Tax Fact Sheet and Calendar
Russel Kinnel
2020: The Year in Funds
Karen Wallace
Should I Pay Off My Student Loans?
COVID-19 Vaccine Distribution and Herd Immunity to End Pandemic
Successful vaccine development and rollout will boost industry goodwill and reduce ESG risk, but we’re keeping our valuations steady.
Affirm Soars in Market Debut
The share price of the payments company nearly doubles in first day of trading.
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.
Pinning Down Portfolio Rules of Thumb
Investing can be complicated, but common portfolio guidelines can be a good starting point.
A Financial To-Do List for January
Here are some initial steps to take toward improving your financial well-being in 2021.
Rethinking Your Financial Goals After 2020's Wallop
What to do now and down the road.
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.
How Will Spending Habits Change in 2021?
What's poised for a comeback when consumer behavior normalizes?
'Tis the Season for Increased Consumer Spending
With markets at all-time highs and less travel, many consumers will splurge on consumer goods during this retail holiday season.
Back to School? How the Coronavirus Could Shape the Future of Higher Education
The pandemic has made students and families reconsider the true value of a college education.
Checklist: Steps to Navigating the Changing Face of Spending and Saving
Has the pandemic nudged you to consider readjusting your financial plan? Consider these tips.
What the Pandemic Means for Healthcare Spending and Saving
How to approach open enrollment season with this in mind.
Don’t Count Out World Allocation Strategies Just Yet
What history shows us.
Which U.S. Equity Funds Beat Their Benchmarks by the Widest Margin?
Our screens reveal a select list of equity funds that have achieved long-term excess returns.
Vanguard's Target-Date Fund Flows Plummet in 2020
Overall, target-date fund annual flows turn negative for the first time.
Funds for 2021 and Beyond
These funds look attractive to us today.
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.
Financial Services Conferences Have a Diversity Problem
From speakers to sponsors and more, here’s what you can do about it.
3 Strategies to Guide Indecisive Clients
How to use decision-making aids in financial advising.
Building a Niche Advisory Firm From the Ground Up
Knowing your customer is critical.
What the Next Generation of Clients Is Looking for From Advisors
This new column covers how advisors can appeal to and help millennials and others.
Advisors, These Hiring Biases Are Damaging Your Firm’s Future
Prepare for 2030's demographics.
How to Approach Retirement Portfolio Withdrawals in 2021
The first step is to map out what your spending might be for the coming year.
The 2021 Retirement Landscape
Medicare and Social Security solvency are among the top retirement challenges this year, says contributor Mark Miller.
How Well Did the Retirement Saver Portfolios Perform in 2020?
All portfolios posted strong gains in absolute terms, but a classic 60/40 portfolio was tough to beat.
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.
Sustainable Equity Funds Outperform Traditional Peers in 2020
A strong year for ESG equity index funds.
Did ESG Pay Off for Fund Investors Last Year? Yes and No.
Funds courting less ESG risk topped their indexes more often than funds courting more ESG risk in a topsy-turvy 2020.
3 Momentous Events Highlight the Impact of Investing in 2020
The pandemic, the fight for racial justice, and the presidential election demonstrate the importance of weighing in with capital to create positive societal change.
Sustainalytics: How Combining ESG Risk and Moat Ratings Can Benefit Portfolios
An overview of our recent report that looks at the relationship between ESG risk and moat ratings and, using back-testing, how portfolios based on the two ratings might have performed.
Global Disclosure Practices: How Markets Around the World Stack Up
Morningstar's analysis of global disclosure structures highlights the importance of transparency around investments and incremental improvements.